Position in LRCX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,351,675,923
+$573,300,085 QoQ
Shares Held
11,006,627
+5.9% QoQ
Ownership
0.880%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Nuveen, LLC holds $5,196,571,707 across 25 Semiconductor Equipment & Materials names. LRCX ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
11,006,627 | $2,351,675,923 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,000,931 | $2,051,058,205 | |
| 3 | Q |
Qnity Electronics, Inc.
|
1,928,283 | $222,485,291 | |
| 4 | TER |
Teradyne, Inc
|
329,125 | $97,572,396 | |
| 5 | FORM |
Formfactor Inc
|
849,717 | $82,414,050 | |
| 6 | NVMI |
Nova Ltd.
|
147,255 | $63,949,900 | |
| 7 | KLAC |
Kla Corp
|
354,749 | $52,233,595 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
958,330 | $44,667,760 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,351,675,923 | 11,006,627 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,778,375,838 | 10,388,923 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,426,365,330 | 10,652,467 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $895,777,968 | 9,202,568 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $604,343,903 | 8,312,846 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||