Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$458,285,907
+$253,339,605 QoQ
Shares Held
1,057,591
+10.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#112
of 3,103 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $1,959,413,132 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
348,738 | $693,793,290 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,057,591 | $458,285,907 | |
| 3 | AMAT |
Applied Materials Inc /De
|
513,288 | $371,107,224 | |
| 4 | KLAC |
Kla Corp
|
911,394 | $274,976,682 | |
| 5 | TER |
Teradyne, Inc
|
135,917 | $65,762,080 | |
| 6 | ENTG |
Entegris Inc
|
308,972 | $55,571,703 | |
| 7 | ONTO |
Onto Innovation Inc.
|
52,470 | $19,857,270 | |
| 8 | Q |
Qnity Electronics, Inc.
|
102,539 | $16,745,643 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,285,907 | 1,057,591 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||