Position in LRCX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$192,991,813
+$41,052,445 QoQ
Shares Held
903,266
+1.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.57%
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, 2026STOREBRAND ASSET MANAGEMENT AS holds $577,769,191 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
903,266 | $192,991,813 | |
| 2 | AMAT |
Applied Materials Inc /De
|
521,662 | $178,298,854 | |
| 3 | KLAC |
Kla Corp
|
95,186 | $140,152,818 | |
| 4 | TER |
Teradyne, Inc
|
144,394 | $42,807,045 | |
| 5 | Q |
Qnity Electronics, Inc.
|
80,103 | $9,242,284 | |
| 6 | IPGP |
Ipg Photonics Corp
|
62,690 | $7,183,647 | |
| 7 | ACMR |
ACM Research, Inc.
|
180,000 | $7,083,000 | |
| 8 | ENTG |
Entegris Inc
|
83 | $9,730 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,991,813 | 903,266 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $151,939,368 | 887,600 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $112,283,585 | 838,563 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $75,440,738 | 775,023 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $110,045,408 | 1,513,692 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $54,650,734 | 756,621 | Shares | Sole | 2026-06-17 | |
| No filing history on record for this holder in this stock. | ||||||