Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,022,202,070
+$613,365,583 QoQ
Shares Held
2,358,946
+23.3% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#65
of 3,126 holders
Holding Since
Jun 2025
5 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, 2026Polar Capital Holdings Plc holds $2,520,950,927 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,358,946 | $1,022,202,070 | |
| 2 | KLAC |
Kla Corp
|
2,925,707 | $882,715,058 | |
| 3 | FORM |
Formfactor Inc
|
2,146,098 | $343,225,453 | |
| 4 | ONTO |
Onto Innovation Inc.
|
406,645 | $153,894,800 | |
| 5 | Q |
Qnity Electronics, Inc.
|
549,020 | $89,660,456 | |
| 6 | AMAT |
Applied Materials Inc /De
|
26,999 | $19,520,277 | |
| 7 | PLAB |
Photronics Inc
|
299,195 | $9,732,813 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,202,070 | 2,358,946 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $408,836,487 | 1,913,491 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $491,962,418 | 2,873,948 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $382,453,481 | 2,856,262 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $135,459,414 | 1,391,611 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||