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Equibles

Assenagon Asset Management S.A.

Position in LRCX — Lam Research Corp

CIK 1546007 SENNINGERBERG, N4
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 21, 2026
Position Value
$224,997,935
-$227,156,407 QoQ
Shares Held
519,230
-75.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#196
of 3,121 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Assenagon Asset Management S.A. holds $1,430,317,524 across 16 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 1,655,063 $499,349,057
2 AMAT
Applied Materials Inc /De
 532,010 $384,643,230
3 LRCX
Lam Research Corp
This page 		519,230 $224,997,935
4 AXTI
Axt Inc
 1,022,988 $73,736,975
5 ONTO
Onto Innovation Inc.
 143,746 $54,400,673
6 FORM
Formfactor Inc
 259,518 $41,504,713
7 UCTT
Ultra Clean Holdings, Inc.
 278,166 $39,663,689
8 ENTG
Entegris Inc
 152,702 $27,464,981

All Filings in LRCX

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $224,997,935 519,230
2026-03-31 $452,154,342 2,116,233
2025-12-31 $17,296,883 101,045
2025-09-30 $109,932,301 821,003
2025-06-30 $104,649,357 1,075,091
2025-03-31 $63,103,745 868,002
2024-12-31 $175,651,875 2,431,841
2024-06-30 $65,481,885 61,494
2024-03-31 $34,174,974 35,175
2023-12-31 $80,678,129 103,003
2023-09-30 $53,668,434 85,627
2023-06-30 $91,540,049 142,395
2023-03-31 $45,757,837 86,316
2022-12-31 $23,648,599 56,266
2022-09-30 $9,719,496 26,556
2022-06-30 $9,424,307 22,115
2022-03-31 $2,736,434 5,090
2021-12-31 $47,648,721 66,257
2021-09-30 $2,615,244 4,595
2021-06-30 $29,832,642 45,847
2021-03-31 $64,747,826 108,776
2020-12-31 $11,539,917 24,435
2020-09-30 $917,620 2,766
2020-06-30 $881,751 2,726