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Equibles

Man Group plc

Position in LRCX — Lam Research Corp

CIK 1637460 LONDON, X0
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$336,813,975
+$83,047,216 QoQ
Shares Held
777,269
-34.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#139
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 33% Shared 0% None 67%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Jun 30, 2026
CallValue
$24,613,144
CallShares
56,800
PutValue
$24,613,144
PutShares
56,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Man Group plc holds $1,123,112,515 across 20 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		777,269 $336,813,975
2 AMAT
Applied Materials Inc /De
 445,289 $321,943,947
3 KLAC
Kla Corp
 917,383 $276,783,623
4 TER
Teradyne, Inc
 165,432 $80,042,618
5 AMKR
Amkor Technology, Inc.
 304,152 $26,227,026
6 FORM
Formfactor Inc
 125,828 $20,123,671
7 ONTO
Onto Innovation Inc.
 31,793 $12,032,060
8 NVMI
Nova Ltd.
 22,141 $12,021,234

All Filings in LRCX

Export CSV
36 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $336,813,975 777,269
2026-06-30 $24,613,144 56,800
2026-06-30 $24,613,144 56,800
2026-03-31 $24,528,168 114,800
2026-03-31 $253,766,759 1,187,713
2026-03-31 $24,528,168 114,800
2025-12-31 $240,903,496 1,407,311
2025-12-31 $33,414,336 195,200
2025-12-31 $33,414,336 195,200
2025-09-30 $207,365,305 1,548,658
2025-09-30 $9,306,050 69,500
2025-09-30 $9,306,050 69,500
2025-06-30 $2,920,200 30,000
2025-06-30 $109,872,231 1,128,747
2025-06-30 $4,331,630 44,500
2025-03-31 $44,419,407 610,996
2024-12-31 $119,674,563 1,656,854
2024-09-30 $161,889,052 198,374
2024-06-30 $250,656,105 235,391
2024-03-31 $157,234,029 161,835
2023-12-31 $57,864,897 73,877
2023-09-30 $72,317,349 115,381
2023-06-30 $33,607,433 52,278
2023-03-31 $14,874,107 28,058
2022-12-31 $10,121,243 24,081
2022-09-30 $13,645,212 37,282
2022-06-30 $15,863,000 37,224
2022-03-31 $40,380,424 75,111
2021-12-31 $48,969,798 68,094
2021-09-30 $29,924,199 52,577
2021-06-30 $30,003,776 46,110
2021-03-31 $14,748,260 24,777
2020-12-31 $7,927,995 16,787
2020-09-30 $19,511,876 58,815
2020-06-30 $13,494,426 41,719
2020-03-31 $57,863,280 241,097