Position in LRCX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$269,298,345
+$34,609,538 QoQ
Shares Held
1,260,406
-8.1% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Mirae Asset Global Investments Co., Ltd. holds $880,390,684 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,260,406 | $269,298,345 | |
| 2 | AMAT |
Applied Materials Inc /De
|
785,337 | $268,420,332 | |
| 3 | KLAC |
Kla Corp
|
150,400 | $221,450,463 | |
| 4 | TER |
Teradyne, Inc
|
245,102 | $72,662,937 | |
| 5 | ENTG |
Entegris Inc
|
176,803 | $20,728,383 | |
| 6 | NVMI |
Nova Ltd.
|
36,421 | $15,816,911 | |
| 7 | Q |
Qnity Electronics, Inc.
|
41,177 | $4,751,001 | |
| 8 | ASML |
Asml Holding NV
|
2,808 | $3,708,890 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,298,345 | 1,260,406 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $234,688,807 | 1,371,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $172,785,630 | 1,290,408 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $125,935,377 | 1,293,768 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $96,539,711 | 1,327,919 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $90,148,962 | 1,248,082 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||