Aware Super Pty Ltd as trustee of Aware Super

Position in LRCX — Lam Research Corp

CIK 2012816 SYDNEY, C3

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$104,731,094

+$44,757,801 QoQ

Shares Held

241,689

-13.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#292

of 3,103 holders

Holding Since

Dec 2023

7 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

Aware Super Pty Ltd as trustee of Aware Super holds $295,752,402 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	241,689	$104,731,094
2	AMAT	Applied Materials Inc /De	140,466	$101,556,918
3	KLAC	Kla Corp	293,261	$88,479,776
4	TER	Teradyne, Inc	2,035	$984,614

All Filings in LRCX

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,731,094	241,689	-13.9%	Shares	Sole	2026-07-29
2026-03-31	$59,973,293	280,695	-39.7%	Shares	Sole	2026-05-05
2025-09-30	$62,303,803	465,301	-1.6%	Shares	Sole	2025-11-13
2025-06-30	$46,050,580	473,090	+5.8%	Shares	Sole	2025-07-29
2025-03-31	$32,504,606	447,106	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$31,972,609	442,650	+5.1%	Shares	Sole	2025-02-13
2023-12-31	$329,754,809	421,003	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.