Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$262,564,613
+$238,122,764 QoQ
Shares Held
605,923
+429.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
5.96%
of 13F equity value
Holder Rank
#175
of 3,119 holders
Holding Since
Mar 2021
19 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, 2026E Fund Management Co., Ltd. holds $691,960,668 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
605,923 | $262,564,613 | |
| 2 | ASML |
Asml Holding NV
|
86,631 | $172,347,167 | |
| 3 | KLAC |
Kla Corp
|
549,478 | $165,783,007 | |
| 4 | AMAT |
Applied Materials Inc /De
|
113,843 | $82,308,489 | |
| 5 | TER |
Teradyne, Inc
|
9,719 | $4,702,440 | |
| 6 | AXTI |
Axt Inc
|
46,171 | $3,328,005 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,676 | $926,947 |
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,564,613 | 605,923 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $24,441,849 | 114,396 | Shares | Defined | 2026-04-13 | |
| 2025-06-30 | $5,226,671 | 53,695 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,341,135 | 59,713 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,028,892 | 41,934 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $6,034,911 | 7,395 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,870,835 | 2,696 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,121,908 | 2,184 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,752,935 | 2,238 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,543,734 | 2,463 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,495,292 | 2,326 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,409,589 | 2,659 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,118,838 | 2,662 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,019,676 | 2,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,188,106 | 2,788 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,509,608 | 2,808 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,951,773 | 2,714 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,635,167 | 2,873 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,986,315 | 3,337 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||