M&G PLC

Position in LRCX — Lam Research Corp

CIK 1802539 London, X0

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$13,448,395

-$50,057,979 QoQ

Shares Held

31,035

-89.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#746

of 3,103 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

M&G PLC holds $96,077,231 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IPGP	Ipg Photonics Corp	596,441	$69,974,458
2	LRCX	Lam Research Corp This page	31,035	$13,448,395
3	AMKR	Amkor Technology, Inc.	103,339	$8,910,921
4	AMAT	Applied Materials Inc /De	3,686	$2,664,978
5	TER	Teradyne, Inc	2,229	$1,078,479

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,448,395	31,035	-89.6%	Shares	Defined	2026-08-06
2026-03-31	$63,506,374	297,231	-74.1%	Shares	Defined	2026-05-13
2025-12-31	$196,590,815	1,148,445	-34.5%	Shares	Defined	2026-02-12
2025-09-30	$234,626,408	1,752,251	-4.6%	Shares	Defined	2025-11-07
2025-06-30	$178,707,673	1,835,912	+254.1%	Shares	Sole	2025-08-08
2025-03-31	$37,698,148	518,544	+104.9%	Shares	Sole	2025-05-13
2024-12-31	$18,275,994	253,025	+926.0%	Shares	Sole	2025-02-11
2024-09-30	$20,126,164	24,662	+21.9%	Shares	Sole	2024-10-31
2024-06-30	$21,542,979	20,231	-20.1%	Shares	Sole	2024-07-16
2024-03-31	$24,612,782	25,333	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.