Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,941,159
+$79,044,997 QoQ
Shares Held
272,174
+49.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#274
of 3,103 holders
Holding Since
Mar 2023
13 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, 2026Vinva Investment Management Ltd holds $461,499,231 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
281,574 | $136,236,764 | |
| 2 | LRCX |
Lam Research Corp
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|
272,174 | $117,941,159 | |
| 3 | AMAT |
Applied Materials Inc /De
|
135,003 | $97,607,169 | |
| 4 | KLAC |
Kla Corp
|
258,098 | $77,870,747 | |
| 5 | ENTG |
Entegris Inc
|
84,362 | $15,173,349 | |
| 6 | Q |
Qnity Electronics, Inc.
|
91,466 | $14,937,312 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
8,117 | $1,157,403 | |
| 8 | FORM |
Formfactor Inc
|
2,512 | $401,744 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,941,159 | 272,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,896,162 | 182,047 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $17,151,518 | 128,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,878,321 | 152,849 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,020,493 | 96,568 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,306,497 | 101,156 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,646,065 | 11,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,048,989 | 9,437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,312,544 | 5,468 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,848,156 | 4,913 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,458,191 | 3,922 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,604,868 | 4,052 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,422,118 | 4,569 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||