Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,260,094
+$2,042,011 QoQ
Shares Held
10,578
+730.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Marex Group plc holds $144,997,256 across 10 Semiconductor Equipment & Materials names. LRCX ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
350,020 | $119,633,334 | |
| 2 | ASML |
Asml Holding NV
|
8,972 | $11,850,486 | |
| 3 | KLAC |
Kla Corp
|
50,852 | $7,487,499 | |
| 4 | LRCX |
Lam Research Corp
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|
10,578 | $2,260,094 | |
| 5 | TER |
Teradyne, Inc
|
4,518 | $1,339,405 | |
| 6 | AMBA |
Ambarella Inc
|
17,886 | $920,771 | |
| 7 | DQ |
Daqo New Energy Corp.
|
22,456 | $477,639 | |
| 8 | AXTI |
Axt Inc
|
8,009 | $456,352 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,260,094 | 10,578 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $218,083 | 1,274 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $693,066 | 5,176 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,075,216 | 11,046 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $69,560,886 | 956,821 | Shares | Defined | 2026-04-02 | |
| 2024-12-31 | $51,813,179 | 717,336 | Shares | Defined | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||