Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$167,573,044
+$78,068,948 QoQ
Shares Held
386,710
-7.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#230
of 3,103 holders
Holding Since
Mar 2024
10 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, 2026Resona Asset Management Co.,Ltd. holds $502,950,734 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
250,494 | $181,107,162 | |
| 2 | LRCX |
Lam Research Corp
This page
|
386,710 | $167,573,044 | |
| 3 | KLAC |
Kla Corp
|
376,364 | $113,552,782 | |
| 4 | TER |
Teradyne, Inc
|
45,209 | $21,873,922 | |
| 5 | Q |
Qnity Electronics, Inc.
|
67,517 | $11,026,201 | |
| 6 | ENTG |
Entegris Inc
|
41,853 | $7,527,680 | |
| 7 | ACMR |
ACM Research, Inc.
|
2,285 | $289,943 |
All Filings in LRCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,573,044 | 386,710 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $89,504,096 | 418,909 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $70,803,985 | 413,623 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $58,252,123 | 435,042 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $45,486,300 | 467,293 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $32,119,950 | 441,815 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $29,994,952 | 415,270 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $35,874,876 | 43,960 | Shares | Other | 2025-02-20 | |
| 2024-06-30 | $48,312,244 | 45,370 | Shares | Other | 2025-02-20 | |
| 2024-03-31 | $46,901,570 | 48,274 | Shares | Other | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||