Polar Capital Holdings Plc

Position in LRCX — Lam Research Corp

CIK 1837309 London, X0

Position in LRCX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$408,836,487

-$83,125,931 QoQ

Shares Held

1,913,491

-33.4% QoQ

Ownership

0.153%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Polar Capital Holdings Plc holds $1,063,907,862 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,913,491	$408,836,487
2	KLAC	Kla Corp	271,319	$399,492,808
3	FORM	Formfactor Inc	2,292,313	$222,331,437
4	PLAB	Photronics Inc	513,451	$20,748,554
5	AMAT	Applied Materials Inc /De	36,568	$12,498,576

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$408,836,487	1,913,491	-33.4%	Shares	Defined	2026-05-15
2025-12-31	$491,962,418	2,873,948	+0.6%	Shares	Defined	2026-02-17
2025-09-30	$382,453,481	2,856,262	+105.2%	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.