Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$440,705,709
+$164,958,464 QoQ
Shares Held
1,017,021
-21.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
13.98%
of 13F equity value
Holder Rank
#115
of 3,114 holders
Holding Since
Sep 2021
20 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, 2026Blue Whale Capital LLP holds $874,171,683 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,017,021 | $440,705,709 | |
| 2 | AMAT |
Applied Materials Inc /De
|
599,538 | $433,465,974 |
All Filings in LRCX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,705,709 | 1,017,021 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $275,747,245 | 1,290,589 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $243,696,983 | 1,423,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $227,830,314 | 1,701,496 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $182,953,255 | 1,879,528 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $134,061,344 | 1,844,035 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $148,862,057 | 2,060,945 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $80,432,028 | 98,559 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $77,041,897 | 72,350 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $111,050,451 | 114,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,840,493 | 95,550 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $70,386,271 | 112,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $71,678,890 | 111,500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $58,843,320 | 111,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,964,950 | 116,500 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $39,820,800 | 108,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,774,320 | 116,800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $66,663,640 | 124,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $65,083,075 | 90,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $37,563,900 | 66,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||