Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,989,445,252
+$2,965,243,799 QoQ
Shares Held
32,712,933
+39.2% QoQ
Ownership
2.62%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 73.67799682400832.ToString("F0")%
Shared 0.5798257398633665.ToString("F0")%
None 25.742177436128316.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,423,229,243 across 28 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
32,712,933 | $6,989,445,252 | |
| 2 | ASML |
Asml Holding NV
|
2,131,979 | $2,815,981,813 | |
| 3 | AMAT |
Applied Materials Inc /De
|
4,924,855 | $1,683,266,181 | |
| 4 | TER |
Teradyne, Inc
|
2,870,640 | $851,029,928 | |
| 5 | ENTG |
Entegris Inc
|
3,066,721 | $359,542,364 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
5,406,545 | $243,456,717 | |
| 7 | Q |
Qnity Electronics, Inc.
|
957,361 | $110,460,303 | |
| 8 | KLAC |
Kla Corp
|
630,179 | $92,788,178 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,989,445,252 | 32,712,933 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,024,201,453 | 23,508,596 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,009,615,275 | 29,944,849 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $3,954,188,005 | 40,622,437 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,582,518,309 | 35,522,948 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,982,228,178 | 27,443,281 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||