China Universal Asset Management Co., Ltd.
Position in LRCX — Lam Research Corp
CIK 1906594
SHANGHAI, F4
Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,445,514
+$15,444,731 QoQ
Shares Held
65,644
+7.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#528
of 3,103 holders
Holding Since
Dec 2021
17 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, 2026China Universal Asset Management Co., Ltd. holds $99,922,152 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
41,061 | $29,687,103 | |
| 2 | LRCX |
Lam Research Corp
This page
|
65,644 | $28,445,514 | |
| 3 | KLAC |
Kla Corp
|
68,155 | $20,563,045 | |
| 4 | ASML |
Asml Holding NV
|
4,774 | $9,497,586 | |
| 5 | TER |
Teradyne, Inc
|
13,189 | $6,381,365 | |
| 6 | ONTO |
Onto Innovation Inc.
|
10,200 | $3,860,190 | |
| 7 | FORM |
Formfactor Inc
|
9,300 | $1,487,349 |
All Filings in LRCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,445,514 | 65,644 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,000,783 | 60,848 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,327,084 | 54,487 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,683,082 | 49,911 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,410,988 | 35,042 | Shares | Sole | 2025-08-28 | |
| 2025-03-31 | $3,599,013 | 49,505 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,812,636 | 38,940 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,344,083 | 1,647 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $836,972 | 786 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,529,204 | 5,691 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $203,647 | 260 | Shares | Sole | 2024-05-22 | |
| 2023-09-30 | $309,624 | 494 | Shares | Sole | 2024-05-22 | |
| 2023-06-30 | $97,714 | 152 | Shares | Sole | 2024-05-22 | |
| 2023-03-31 | $21,734 | 41 | Shares | Sole | 2024-05-22 | |
| 2022-06-30 | $6,000 | 0 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,231,081 | 4,150 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,984,472 | 4,150 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||