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Equibles

Marex Group plc

Position in LRCX — Lam Research Corp

CIK 1997464 London, X0
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,196,800
+$1,936,706 QoQ
Shares Held
9,685
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,181
of 3,119 holders
Holding Since
Dec 2022
12 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, 2026

Marex Group plc holds $359,484,852 across 16 Semiconductor Equipment & Materials names. LRCX ranks #7 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AXTI
Axt Inc
 3,563,896 $256,885,623
2 ASML
Asml Holding NV
 20,134 $40,055,382
3 AMAT
Applied Materials Inc /De
 49,498 $35,787,054
4 KLAC
Kla Corp
 19,200 $5,792,832
5 AMKR
Amkor Technology, Inc.
 64,788 $5,586,669
6 TER
Teradyne, Inc
 9,872 $4,776,467
7 LRCX
Lam Research Corp
This page 		9,685 $4,196,800
8 AMBA
Ambarella Inc
 23,437 $2,010,894

All Filings in LRCX

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,196,800 9,685
2026-03-31 $2,260,094 10,578
2025-12-31 $218,083 1,274
2025-09-30 $693,066 5,176
2025-06-30 $1,075,216 11,046
2025-03-31 $69,560,886 956,821
2024-12-31 $51,813,179 717,336
2024-09-30 $81,826,709 100,268
2024-06-30 $55,616,050 52,229
2024-03-31 $49,647,227 51,100
2023-06-30 $22,500,100 35,000
2022-12-31 $1,845,117 4,390