Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$168,208,534
+$39,555,467 QoQ
Shares Held
787,272
+4.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $297,408,512 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
787,272 | $168,208,534 | |
| 2 | AMAT |
Applied Materials Inc /De
|
294,010 | $100,489,677 | |
| 3 | TER |
Teradyne, Inc
|
34,402 | $10,198,816 | |
| 4 | KLAC |
Kla Corp
|
62,211 | $9,160,009 | |
| 5 | Q |
Qnity Electronics, Inc.
|
39,590 | $4,567,893 | |
| 6 | ENTG |
Entegris Inc
|
12,580 | $1,474,879 | |
| 7 | AXTI |
Axt Inc
|
25,486 | $1,452,192 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,977 | $610,493 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,208,534 | 787,272 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $128,653,067 | 751,566 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $72,414,859 | 540,813 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $51,817,001 | 532,330 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $29,549,278 | 406,455 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $28,830,748 | 399,152 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||