Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,312,605
+$157,268,589 QoQ
Shares Held
688,419
+4.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
#153
of 3,103 holders
Holding Since
Dec 2024
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, 2026GF FUND MANAGEMENT CO. LTD. holds $1,262,135,050 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
688,419 | $298,312,605 | |
| 2 | AMAT |
Applied Materials Inc /De
|
374,268 | $270,595,764 | |
| 3 | ASML |
Asml Holding NV
|
107,010 | $212,889,963 | |
| 4 | TER |
Teradyne, Inc
|
362,931 | $175,600,535 | |
| 5 | FORM |
Formfactor Inc
|
776,000 | $124,105,680 | |
| 6 | ONTO |
Onto Innovation Inc.
|
228,000 | $86,286,600 | |
| 7 | KLAC |
Kla Corp
|
269,481 | $81,305,112 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
97,479 | $13,038,791 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,312,605 | 688,419 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $141,044,016 | 660,133 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $45,626,146 | 266,539 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $34,111,292 | 254,752 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $24,797,559 | 254,752 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $18,050,901 | 248,293 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,613,718 | 243,856 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||