Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$204,946,302
+$175,296,424 QoQ
Shares Held
959,217
+333.2% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 99.04317792532868.ToString("F0")%
Shared 0.ToString("F0")%
None 0.9568220746713204.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $891,055,198 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
398,677 | $526,584,541 | |
| 2 | LRCX |
Lam Research Corp
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|
959,217 | $204,946,302 | |
| 3 | AMAT |
Applied Materials Inc /De
|
261,889 | $89,511,040 | |
| 4 | ENTG |
Entegris Inc
|
314,410 | $36,861,427 | |
| 5 | KLAC |
Kla Corp
|
100,373 | $14,779,019 | |
| 6 | TER |
Teradyne, Inc
|
33,859 | $10,037,838 | |
| 7 | Q |
Qnity Electronics, Inc.
|
66,166 | $7,634,232 | |
| 8 | FORM |
Formfactor Inc
|
3,999 | $387,861 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,946,302 | 959,217 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $29,649,878 | 221,433 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||