Connor, Clark & Lunn Investment Management Ltd.
Position in LRCX — Lam Research Corp
CIK 1596800
VANCOUVER, A1
Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$232,488,360
+$94,337,713 QoQ
Shares Held
1,088,123
+34.8% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 98.13467778918375.ToString("F0")%
Shared 0.ToString("F0")%
None 1.8653222108162404.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Connor, Clark & Lunn Investment Management Ltd. holds $652,216,088 across 15 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
207,513 | $274,089,395 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,088,123 | $232,488,360 | |
| 3 | FORM |
Formfactor Inc
|
333,086 | $32,306,011 | |
| 4 | AMBA |
Ambarella Inc
|
600,506 | $30,914,048 | |
| 5 | AMAT |
Applied Materials Inc /De
|
48,978 | $16,740,190 | |
| 6 | ENTG |
Entegris Inc
|
134,786 | $15,802,310 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
226,182 | $14,864,681 | |
| 8 | COHU |
Cohu Inc
|
343,727 | $10,524,920 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,488,360 | 1,088,123 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $138,150,647 | 807,049 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,677,968 | 199,238 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $244,780 | 3,367 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||