Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,735,512
+$7,887,782 QoQ
Shares Held
36,313
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#697
of 3,103 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $414,164,970 across 9 Semiconductor Equipment & Materials names. LRCX ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
769,321 | $232,111,838 | |
| 2 | ONTO |
Onto Innovation Inc.
|
131,434 | $49,741,196 | |
| 3 | Q |
Qnity Electronics, Inc.
|
269,233 | $43,968,440 | |
| 4 | NVMI |
Nova Ltd.
|
65,514 | $35,570,170 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
203,538 | $29,022,482 | |
| 6 | LRCX |
Lam Research Corp
This page
|
36,313 | $15,735,512 | |
| 7 | ASML |
Asml Holding NV
|
3,887 | $7,732,952 | |
| 8 | AMAT |
Applied Materials Inc /De
|
329 | $237,867 |
All Filings in LRCX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,735,512 | 36,313 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,847,730 | 36,730 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,610,118 | 9,406 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $56,238 | 420 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $40,201 | 413 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $46,309 | 637 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $70,713 | 979 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $485,567 | 595 | Shares | Defined | 2024-11-13 | |
| 2023-12-31 | $21,931 | 28 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,042 | 24 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,785 | 9 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $14,843 | 28 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,768 | 28 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $11,712 | 32 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,585 | 53 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $766,093 | 1,425 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,764,074 | 2,453 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,495,726 | 2,628 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,784,869 | 2,743 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,602,980 | 2,693 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,711,506 | 3,624 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,149,181 | 3,464 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,284,136 | 3,970 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,004,880 | 4,187 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||