Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$170,614,587
+$101,568,008 QoQ
Shares Held
393,729
+21.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#226
of 3,103 holders
Holding Since
Dec 2021
19 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, 2026TD Waterhouse Canada Inc. holds $518,891,352 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
393,729 | $170,614,587 | |
| 2 | KLAC |
Kla Corp
|
564,200 | $170,224,782 | |
| 3 | AMAT |
Applied Materials Inc /De
|
120,779 | $87,323,217 | |
| 4 | ASML |
Asml Holding NV
|
41,040 | $81,646,613 | |
| 5 | TER |
Teradyne, Inc
|
13,405 | $6,485,875 | |
| 6 | NVMI |
Nova Ltd.
|
2,093 | $1,136,373 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,726 | $771,803 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
1,670 | $223,379 |
All Filings in LRCX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,614,587 | 393,729 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $69,046,579 | 323,161 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,697,585 | 68,335 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $3,721,081 | 27,790 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,077,598 | 31,617 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,500,952 | 34,401 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,086,435 | 28,886 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,628,593 | 3,221 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,176,447 | 2,983 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $2,913,738 | 2,999 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,465,702 | 3,148 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $2,016,319 | 3,217 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,190,224 | 3,407 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $2,289,058 | 4,318 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $2,078,383 | 4,945 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $1,823,412 | 4,982 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $1,999,495 | 4,692 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $3,772,946 | 7,018 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $5,603,616 | 7,792 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||