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Equibles

Impax Asset Management Group plc

Position in LRCX — Lam Research Corp

CIK 1749768 LONDON, X0
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$28,791,745
+$14,032,967 QoQ
Shares Held
66,443
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#528
of 3,126 holders
Holding Since
Mar 2021
17 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

Impax Asset Management Group plc holds $975,723,786 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 2,482,564 $749,014,384
2 AMAT
Applied Materials Inc /De
 242,832 $175,567,536
3 LRCX
Lam Research Corp
This page 		66,443 $28,791,745
4 ONTO
Onto Innovation Inc.
 59,057 $22,350,121

All Filings in LRCX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,791,745 66,443
2026-03-31 $14,758,778 69,076
2025-12-31 $7,562,732 44,180
2025-09-30 $1,675,490 12,513
2025-06-30 $1,247,217 12,813
2024-03-31 $4,269,078 4,394
2023-12-31 $3,601,429 4,598
2023-06-30 $6,885,673 10,711
2023-03-31 $6,336,524 11,953
2022-12-31 $5,168,008 12,296
2022-09-30 $5,091,426 13,911
2022-06-30 $5,412,957 12,702
2022-03-31 $6,742,704 12,542
2021-12-31 $9,040,434 12,571
2021-09-30 $4,450,753 7,820
2021-06-30 $5,088,474 7,820
2021-03-31 $4,654,776 7,820