Aberdeen Group plc

Position in LRCX — Lam Research Corp

CIK 1716774 EDINBURGH, X0

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$455,561,994

+$234,751,649 QoQ

Shares Held

1,051,305

+1.7% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#113

of 3,119 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, 2026

Aberdeen Group plc holds $1,495,349,417 across 11 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	748,775	$541,364,325
2	LRCX	Lam Research Corp This page	1,051,305	$455,561,994
3	KLAC	Kla Corp	1,143,662	$345,054,261
4	TER	Teradyne, Inc	122,016	$59,036,220
5	Q	Qnity Electronics, Inc.	243,995	$39,846,823
6	COHU	Cohu Inc	426,149	$31,496,672
7	CAMT	Camtek Ltd	109,945	$17,934,228
8	ONTO	Onto Innovation Inc.	5,369	$2,031,898

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,561,994	1,051,305	+1.7%	Shares	Defined	2026-07-31
2026-03-31	$220,810,345	1,033,466	+3.1%	Shares	Defined	2026-04-29
2025-12-31	$171,559,676	1,002,218	+0.3%	Shares	Defined	2026-01-16
2025-09-30	$133,803,993	999,283	-1.4%	Shares	Defined	2025-11-07
2025-06-30	$98,610,384	1,013,051	+6.4%	Shares	Defined	2025-07-24
2025-03-31	$69,244,495	952,469	-27.6%	Shares	Defined	2025-05-13
2024-12-31	$94,985,193	1,315,038	+836.1%	Shares	Defined	2025-01-24
2024-09-30	$114,638,837	140,475	+0.0%	Shares	Defined	2024-10-25
2024-06-30	$149,544,339	140,437	+0.8%	Shares	Defined	2024-08-09
2024-03-31	$135,329,013	139,289	+5.3%	Shares	Defined	2024-05-09
2023-12-31	$103,601,016	132,269	+36.7%	Shares	Defined	2024-01-31
2023-09-30	$60,645,638	96,759	+5.1%	Shares	Defined	2023-11-07
2023-06-30	$59,165,619	92,035	+7.0%	Shares	Defined	2024-06-20
2023-03-31	$45,585,017	85,990	+7.4%	Shares	Defined	2024-06-20
2022-12-31	$33,656,782	80,078	+9.4%	Shares	Defined	2024-06-20
2022-09-30	$26,786,808	73,188	+50.7%	Shares	Defined	2022-11-10
2022-06-30	$20,694,694	48,562	+2.1%	Shares	Defined	2022-08-05
2022-03-31	$25,566,578	47,556	-16.1%	Shares	Defined	2022-05-04
2021-12-31	$40,749,195	56,663	-31.9%	Shares	Defined	2022-02-10
2021-09-30	$47,336,202	83,170	-16.8%	Shares	Defined	2021-11-15
2021-06-30	$65,032,907	99,943	+8.9%	Shares	Defined	2021-08-10
2021-03-31	$54,621,601	91,764	-5.8%	Shares	Defined	2021-05-06
2020-12-31	$45,984,928	97,370	+75.5%	Shares	Defined	2021-02-10
2020-09-30	$18,407,479	55,486	-13.9%	Shares	Defined	2020-10-21
2020-06-30	$20,851,201	64,463	-19.2%	Shares	Defined	2020-08-10
2020-03-31	$19,139,280	79,747	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.