Connor, Clark & Lunn Investment Management Ltd.
Position in LRCX — Lam Research Corp
CIK 1596800
VANCOUVER, A1
Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$335,596,751
+$103,108,391 QoQ
Shares Held
774,460
-28.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#139
of 3,103 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Connor, Clark & Lunn Investment Management Ltd. holds $1,309,532,918 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
275,301 | $547,694,793 | |
| 2 | LRCX |
Lam Research Corp
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|
774,460 | $335,596,751 | |
| 3 | AMAT |
Applied Materials Inc /De
|
101,268 | $73,216,764 | |
| 4 | AEHR |
Aehr Test Systems
|
670,758 | $64,433,012 | |
| 5 | FORM |
Formfactor Inc
|
378,075 | $60,465,534 | |
| 6 | AMBA |
Ambarella Inc
|
685,726 | $58,835,290 | |
| 7 | COHU |
Cohu Inc
|
521,220 | $38,523,370 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
413,254 | $35,634,892 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,596,751 | 774,460 | Shares | Sole | 2026-08-13 | |
| 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 | |
| 2024-06-30 | $21,602,611 | 20,287 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,645,353 | 23,308 | Shares | Sole | 2024-05-09 | |
| 2022-03-31 | $1,052,640 | 1,958 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,958,245 | 2,723 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,254,975 | 2,205 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,449,591 | 16,059 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,716,672 | 2,884 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $15,093,749 | 31,960 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,222,830 | 3,686 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $782,126 | 2,418 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $459,600 | 1,915 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||