Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$58,372,583
+$31,706,962 QoQ
Shares Held
134,707
+7.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#49
of 1,164 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, 2026ABN AMRO INVESTMENT SOLUTIONS holds $496,614,520 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
418,651 | $302,684,673 | |
| 2 | KLAC |
Kla Corp
|
365,654 | $110,321,467 | |
| 3 | LRCX |
Lam Research Corp
This page
|
134,707 | $58,372,583 | |
| 4 | ENTG |
Entegris Inc
|
57,006 | $10,253,099 | |
| 5 | NVMI |
Nova Ltd.
|
8,520 | $4,625,848 | |
| 6 | TER |
Teradyne, Inc
|
9,477 | $4,585,351 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
20,103 | $3,808,513 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,020 | $1,962,986 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,372,583 | 134,707 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $26,665,621 | 124,804 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $21,337,072 | 124,647 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $5,419,870 | 40,477 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $4,320,143 | 44,382 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,314,974 | 45,598 | Shares | Defined | 2025-08-27 | |
| 2024-12-31 | $2,406,920 | 33,323 | Shares | Defined | 2025-09-04 | |
| No filing history on record for this holder in this stock. | ||||||