USS Investment Management Ltd

Position in LRCX — Lam Research Corp

CIK 1587381 London, X0

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$102,458,711

+$54,760,185 QoQ

Shares Held

236,445

+5.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#298

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

USS Investment Management Ltd holds $758,359,958 across 14 Semiconductor Equipment & Materials names. LRCX ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	1,573,410	$474,713,531
2	AMAT	Applied Materials Inc /De	150,041	$108,479,643
3	LRCX	Lam Research Corp This page	236,445	$102,458,711
4	ENTG	Entegris Inc	124,279	$22,352,820
5	TER	Teradyne, Inc	32,936	$15,935,754
6	ASML	Asml Holding NV	6,100	$12,135,583
7	Q	Qnity Electronics, Inc.	53,040	$8,661,962
8	NVMI	Nova Ltd.	13,023	$7,070,707

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,458,711	236,445	+5.9%	Shares	Sole	2026-08-11
2026-03-31	$47,698,526	223,245	+2.0%	Shares	Sole	2026-04-24
2025-12-31	$37,480,203	218,952	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$30,650,915	228,909	0.0%	Shares	Sole	2025-11-13
2025-06-30	$22,282,002	228,909	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$16,476,437	226,636	-22.8%	Shares	Sole	2025-05-15
2024-12-31	$21,214,095	293,702	+878.6%	Shares	Sole	2025-02-14
2024-09-30	$24,492,192	30,012	-6.8%	Shares	Sole	2024-11-13
2024-06-30	$34,283,910	32,196	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$31,110,642	32,021	+2.9%	Shares	Sole	2024-05-15
2023-12-31	$24,374,267	31,119	-8.5%	Shares	Sole	2024-02-14
2023-09-30	$21,322,088	34,019	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$21,943,383	34,134	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$18,519,212	34,934	+1.1%	Shares	Sole	2023-05-15
2022-12-31	$14,526,828	34,563	-3.7%	Shares	Sole	2023-02-13
2022-09-30	$13,137,570	35,895	-18.9%	Shares	Sole	2022-11-08
2022-06-30	$18,849,892	44,233	-4.0%	Shares	Sole	2022-08-12
2022-03-31	$24,769,843	46,074	+4.8%	Shares	Sole	2022-07-18
2021-12-31	$31,614,553	43,961	0.0%	Shares	Sole	2022-02-14
2021-09-30	$25,020,403	43,961	-71.8%	Shares	Sole	2021-11-15
2021-06-30	$101,522,864	156,021	0.0%	Shares	Sole	2021-08-10
2021-03-31	$92,869,940	156,021	0.0%	Shares	Sole	2021-05-12
2020-12-31	$73,684,037	156,021	0.0%	Shares	Sole	2021-02-12
2020-09-30	$51,759,966	156,021	0.0%	Shares	Sole	2020-10-30
2020-06-30	$50,466,552	156,021	-14.5%	Shares	Sole	2020-08-11
2020-03-31	$43,792,080	182,467	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.