Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$124,464,942
+$68,320,863 QoQ
Shares Held
287,229
+9.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#264
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026IFM Investors Pty Ltd holds $378,192,279 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
182,448 | $131,909,904 | |
| 2 | LRCX |
Lam Research Corp
This page
|
287,229 | $124,464,942 | |
| 3 | KLAC |
Kla Corp
|
301,890 | $91,083,231 | |
| 4 | TER |
Teradyne, Inc
|
35,767 | $17,305,505 | |
| 5 | Q |
Qnity Electronics, Inc.
|
45,384 | $7,411,661 | |
| 6 | ENTG |
Entegris Inc
|
33,454 | $6,017,036 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,464,942 | 287,229 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $56,144,079 | 262,773 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $43,613,069 | 254,779 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,089,734 | 254,591 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,874,750 | 255,545 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $18,105,935 | 249,050 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $17,988,881 | 249,050 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $22,087,205 | 27,065 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $29,016,097 | 27,249 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $26,418,931 | 27,192 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $21,535,733 | 27,495 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $17,474,974 | 27,881 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $17,510,863 | 27,239 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,625,144 | 25,702 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,469,252 | 24,909 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,860,860 | 24,210 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $10,286,834 | 24,139 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,984,939 | 22,293 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,716,347 | 19,073 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $11,044,355 | 19,405 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $12,591,045 | 19,350 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $9,373,839 | 15,748 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,635,393 | 14,050 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,979,009 | 11,994 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,471,696 | 10,733 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,515,760 | 14,649 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||