Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,407,307
+$9,174,244 QoQ
Shares Held
151,677
+11.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Woodline Partners LP holds $341,267,401 across 10 Semiconductor Equipment & Materials names. LRCX ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
566,201 | $193,521,839 | |
| 2 | TER |
Teradyne, Inc
|
211,821 | $62,796,453 | |
| 3 | LRCX |
Lam Research Corp
This page
|
151,677 | $32,407,307 | |
| 4 | AMBA |
Ambarella Inc
|
349,479 | $17,991,178 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
139,213 | $9,149,078 | |
| 6 | KLAC |
Kla Corp
|
5,125 | $7,546,101 | |
| 7 | ENTG |
Entegris Inc
|
63,867 | $7,487,767 | |
| 8 | Q |
Qnity Electronics, Inc.
|
62,086 | $7,163,482 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,407,307 | 151,677 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,233,063 | 135,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,394,628 | 428,638 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $143,990,347 | 1,980,610 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $155,471,463 | 2,152,450 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||