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Equibles

Perpetual Ltd

Position in LRCX — Lam Research Corp

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$5,436,124
+$2,047,691 QoQ
Shares Held
12,545
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Perpetual Ltd holds $76,231,092 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLIC
Kulicke & Soffa Industries Inc
 228,606 $30,578,337
2 Q
Qnity Electronics, Inc.
 177,807 $29,037,659
3 AMAT
Applied Materials Inc /De
 7,642 $5,525,166
4 LRCX
Lam Research Corp
This page 		12,545 $5,436,124
5 KLAC
Kla Corp
 12,161 $3,669,095
6 TER
Teradyne, Inc
 4,102 $1,984,711

All Filings in LRCX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,436,124 12,545
2026-03-31 $3,388,433 15,859
2025-12-31 $3,186,686 18,616
2025-09-30 $2,536,199 18,941
2025-06-30 $957,825 9,840
2025-03-31 $659,897 9,077
2024-12-31 $664,660 9,202
2024-09-30 $1,248,602 1,530
2024-06-30 $1,833,671 1,722
2024-03-31 $1,486,502 1,530
2023-12-31 $1,322,926 1,689
2023-09-30 $1,120,664 1,788
2023-06-30 $1,616,792 2,515
2023-03-31 $1,125,444 2,123
2020-09-30 $2,996,366 9,032
2020-06-30 $2,921,490 9,032
2020-03-31 $2,023,680 8,432