Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,847,730
+$6,237,612 QoQ
Shares Held
36,730
+290.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 65.36074053906889.ToString("F0")%
Shared 0.ToString("F0")%
None 34.63925946093112.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LOOMIS SAYLES & CO L P holds $115,917,485 across 9 Semiconductor Equipment & Materials names. LRCX ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
|
66,746 | $28,986,452 | |
| 2 | Q |
Qnity Electronics, Inc.
|
211,390 | $24,390,178 | |
| 3 | KLAC |
Kla Corp
|
124,783 | $18,373,173 | |
| 4 | ONTO |
Onto Innovation Inc.
|
81,072 | $16,625,434 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
231,058 | $14,367,186 | |
| 6 | LRCX |
Lam Research Corp
This page
|
36,730 | $7,847,730 | |
| 7 | ASML |
Asml Holding NV
|
3,969 | $5,242,373 | |
| 8 | AMAT |
Applied Materials Inc /De
|
200 | $68,358 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||