Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,149,486,691
+$528,727,047 QoQ
Shares Held
2,652,682
-8.7% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#3
of 1,338 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Pictet Asset Management Holding SA holds $5,090,269,983 across 25 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,084,024 | $1,506,749,352 | |
| 2 | KLAC |
Kla Corp
|
4,857,154 | $1,465,451,933 | |
| 3 | LRCX |
Lam Research Corp
This page
|
2,652,682 | $1,149,486,691 | |
| 4 | TER |
Teradyne, Inc
|
977,716 | $473,058,109 | |
| 5 | ONTO |
Onto Innovation Inc.
|
716,216 | $271,051,945 | |
| 6 | FORM |
Formfactor Inc
|
653,999 | $104,594,060 | |
| 7 | ASML |
Asml Holding NV
|
30,973 | $61,618,922 | |
| 8 | Q |
Qnity Electronics, Inc.
|
129,276 | $21,112,063 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,486,691 | 2,652,682 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $620,759,644 | 2,905,362 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $714,787,424 | 4,175,648 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $908,332,475 | 6,783,663 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $859,023,163 | 8,824,976 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $588,647,538 | 8,096,940 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $568,634,214 | 7,872,549 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||