Position in LRCX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$24,441,849
+$19,215,178 QoQ
Shares Held
114,396
+113.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026E Fund Management Co., Ltd. holds $165,190,406 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
|
1,262,719 | $71,949,728 | |
| 2 | ASML |
Asml Holding NV
|
34,286 | $45,285,977 | |
| 3 | LRCX |
Lam Research Corp
This page
|
114,396 | $24,441,849 | |
| 4 | AMAT |
Applied Materials Inc /De
|
52,892 | $18,077,956 | |
| 5 | KLAC |
Kla Corp
|
23,772 | $3,500,213 | |
| 6 | TER |
Teradyne, Inc
|
4,306 | $1,276,556 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,704 | $658,127 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $603,491 | 7,395 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||