Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$60,326,899
+$13,397,904 QoQ
Shares Held
282,350
+3.0% QoQ
Ownership
0.023%
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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Penserra Capital Management LLC holds $330,689,269 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
207,123 | $61,403,683 | |
| 2 | LRCX |
Lam Research Corp
This page
|
282,350 | $60,326,899 | |
| 3 | AMAT |
Applied Materials Inc /De
|
157,445 | $53,813,125 | |
| 4 | ONTO |
Onto Innovation Inc.
|
254,578 | $52,206,310 | |
| 5 | KLAC |
Kla Corp
|
34,690 | $51,077,901 | |
| 6 | ASML |
Asml Holding NV
|
38,155 | $50,396,267 | |
| 7 | NVMI |
Nova Ltd.
|
3,372 | $1,464,392 | |
| 8 | Q |
Qnity Electronics, Inc.
|
6 | $692 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,326,899 | 282,350 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $46,928,995 | 274,150 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $47,328,292 | 353,460 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $24,428,736 | 250,963 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $17,829,673 | 245,250 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $13,355,759 | 184,906 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||