Caitong International Asset Management Co., Ltd
Position in LRCX — Lam Research Corp
CIK 1963355
HONG KONG, K3
Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,959,048
+$4,890,647 QoQ
Shares Held
37,251
+107.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Caitong International Asset Management Co., Ltd holds $34,882,721 across 25 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
|
255,567 | $14,562,207 | |
| 2 | LRCX |
Lam Research Corp
This page
|
37,251 | $7,959,048 | |
| 3 | TER |
Teradyne, Inc
|
6,800 | $2,015,928 | |
| 4 | ASML |
Asml Holding NV
|
1,483 | $1,958,790 | |
| 5 | AMAT |
Applied Materials Inc /De
|
5,525 | $1,888,389 | |
| 6 | ENTG |
Entegris Inc
|
14,241 | $1,669,614 | |
| 7 | NVMI |
Nova Ltd.
|
3,182 | $1,381,878 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
26,165 | $1,178,209 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,959,048 | 37,251 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,068,401 | 17,925 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $803 | 6 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $1,163 | 16 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $344,031 | 4,763 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||