Position in LRCX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$220,810,345
+$49,250,669 QoQ
Shares Held
1,033,466
+3.1% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.37%
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, 2026Aberdeen Group plc holds $578,750,018 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
742,199 | $253,676,195 | |
| 2 | LRCX |
Lam Research Corp
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|
1,033,466 | $220,810,345 | |
| 3 | TER |
Teradyne, Inc
|
122,830 | $36,414,181 | |
| 4 | Q |
Qnity Electronics, Inc.
|
245,266 | $28,298,790 | |
| 5 | KLAC |
Kla Corp
|
123,781 | $18,225,637 | |
| 6 | CAMT |
Camtek Ltd
|
111,554 | $16,912,701 | |
| 7 | NVMI |
Nova Ltd.
|
4,234 | $1,838,741 | |
| 8 | DQ |
Daqo New Energy Corp.
|
69,996 | $1,488,813 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,810,345 | 1,033,466 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $171,559,676 | 1,002,218 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $133,803,993 | 999,283 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $98,610,384 | 1,013,051 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $69,244,495 | 952,469 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $94,985,193 | 1,315,038 | Shares | Defined | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||