Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,802,414
+$2,983,456 QoQ
Shares Held
15,698
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#999
of 3,103 holders
Holding Since
Jun 2020
16 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, 2026OSTRUM ASSET MANAGEMENT holds $171,576,461 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
183,314 | $132,536,022 | |
| 2 | Q |
Qnity Electronics, Inc.
|
147,291 | $24,054,093 | |
| 3 | LRCX |
Lam Research Corp
This page
|
15,698 | $6,802,414 | |
| 4 | KLAC |
Kla Corp
|
19,775 | $5,966,315 | |
| 5 | TER |
Teradyne, Inc
|
3,786 | $1,831,818 | |
| 6 | ENTG |
Entegris Inc
|
2,145 | $385,799 |
All Filings in LRCX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,802,414 | 15,698 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,818,958 | 17,874 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,107,635 | 23,996 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,785,620 | 28,272 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,075,554 | 31,596 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,870,050 | 39,478 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,537,103 | 48,970 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,399,275 | 2,940 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,099,778 | 2,911 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,846,700 | 2,930 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,502,515 | 3,195 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,958,029 | 3,124 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,797,083 | 4,351 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,442,792 | 4,608 | Shares | Defined | 2023-05-12 | |
| 2020-09-30 | $4,329,337 | 13,050 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,107,942 | 12,700 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||