Impax Asset Management Group plc

Position in LRCX — Lam Research Corp

CIK 1749768 LONDON, X0

Position in LRCX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$14,758,778

+$7,196,046 QoQ

Shares Held

69,076

+56.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Impax Asset Management Group plc holds $651,245,524 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	363,789	$535,646,561
2	AMAT	Applied Materials Inc /De	259,602	$88,729,367
3	LRCX	Lam Research Corp This page	69,076	$14,758,778
4	ONTO	Onto Innovation Inc.	59,057	$12,110,818

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,758,778	69,076	+56.4%	Shares	Defined	2026-05-12
2025-12-31	$7,562,732	44,180	+253.1%	Shares	Defined	2026-01-29
2025-09-30	$1,675,490	12,513	-2.3%	Shares	Defined	2025-11-06
2025-06-30	$1,247,217	12,813	—	Shares	Defined	2025-08-08
No filing history on record for this holder in this stock.