MUFG Securities EMEA plc

Broker-Dealer

Position in LRCX — Lam Research Corp

CIK 1597694 LONDON, X0

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$65,106,965

+$54,168,642 QoQ

Shares Held

150,248

+193.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#362

of 3,103 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MUFG Securities EMEA plc holds $335,277,880 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	300,731	$217,428,513
2	LRCX	Lam Research Corp This page	150,248	$65,106,965
3	KLAC	Kla Corp	117,248	$35,374,894
4	ASML	Asml Holding NV	4,638	$9,227,022
5	TER	Teradyne, Inc	14,056	$6,800,855
6	Q	Qnity Electronics, Inc.	8,203	$1,339,631

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,106,965	150,248	+193.5%	Shares	Defined	2026-08-12
2026-03-31	$10,938,323	51,195	-72.8%	Shares	Defined	2026-05-11
2025-12-31	$32,266,060	188,492	+86.2%	Shares	Defined	2026-02-10
2025-09-30	$13,554,027	101,225	+2576.5%	Shares	Sole	2025-11-14
2025-06-30	$368,139	3,782	-96.9%	Shares	Sole	2025-10-07
2025-03-31	$8,869,327	121,999	+114.0%	Shares	Sole	2025-05-12
2024-12-31	$4,117,110	57,000	+72.2%	Shares	Sole	2025-02-12
2024-09-30	$2,701,225	33,099	+10.3%	Shares	Sole	2024-11-13
2023-12-31	$23,497,800	30,000	+23337.5%	Shares	Sole	2024-02-12
2021-12-31	$92,051	128	-46.2%	Shares	Sole	2022-02-11
2021-09-30	$135,457	238	-99.2%	Shares	Sole	2021-11-12
2021-06-30	$19,521,000	30,000	+233.3%	Shares	Sole	2021-07-19
2021-03-31	$5,357,160	9,000	-70.6%	Shares	Sole	2021-05-11
2020-03-31	$7,357,200	30,655	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.