Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$113,806,322
+$67,284,852 QoQ
Shares Held
262,632
+20.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#283
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $832,152,578 across 26 Semiconductor Equipment & Materials names. LRCX ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
439,457 | $317,727,411 | |
| 2 | ASML |
Asml Holding NV
|
106,645 | $212,163,814 | |
| 3 | KLAC |
Kla Corp
|
384,270 | $115,938,099 | |
| 4 | LRCX |
Lam Research Corp
This page
|
262,632 | $113,806,322 | |
| 5 | ONTO |
Onto Innovation Inc.
|
70,708 | $26,759,441 | |
| 6 | TER |
Teradyne, Inc
|
27,064 | $13,094,644 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
98,812 | $11,094,609 | |
| 8 | Q |
Qnity Electronics, Inc.
|
37,036 | $6,048,348 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,806,322 | 262,632 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $46,521,470 | 217,736 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $39,475,305 | 230,607 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $32,358,407 | 241,661 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,340,080 | 280,872 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,085,214 | 248,765 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,265,255 | 225,187 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $31,125,289 | 38,140 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,427,981 | 29,514 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $37,438,476 | 38,534 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,328,723 | 34,891 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,223,313 | 25,884 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,001,427 | 24,891 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,090,007 | 32,238 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $13,199,100 | 31,404 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $5,806,590 | 15,865 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $9,679,144 | 22,713 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,291,466 | 19,143 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,900,874 | 15,158 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,326,663 | 14,630 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,889,211 | 13,661 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,955,967 | 8,326 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $3,859,861 | 8,173 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,559,223 | 4,700 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $740,722 | 2,290 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $503,760 | 2,099 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||