Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$465,834,082
+$170,139,327 QoQ
Shares Held
1,075,010
-22.3% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#109
of 3,103 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Thrivent Financial for Lutherans holds $1,170,638,734 across 21 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,075,010 | $465,834,082 | |
| 2 | AMAT |
Applied Materials Inc /De
|
449,455 | $324,955,965 | |
| 3 | ONTO |
Onto Innovation Inc.
|
586,721 | $222,044,561 | |
| 4 | COHU |
Cohu Inc
|
945,177 | $69,858,032 | |
| 5 | KLAC |
Kla Corp
|
79,536 | $23,996,804 | |
| 6 | FORM |
Formfactor Inc
|
51,190 | $8,186,816 | |
| 7 | ENTG |
Entegris Inc
|
45,395 | $8,164,744 | |
| 8 | TER |
Teradyne, Inc
|
15,914 | $7,699,829 |
All Filings in LRCX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,834,082 | 1,075,010 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $295,694,755 | 1,383,950 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $52,883,320 | 308,934 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $40,858,379 | 305,141 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $7,015,049 | 97,121 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,199,309 | 25,977 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $37,967,225 | 35,655 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,418,374 | 33,367 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,277,588 | 33,549 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,892,447 | 34,929 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,063,117 | 42,098 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,830,329 | 61,930 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $30,295,221 | 72,080 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $37,484,256 | 102,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,591,931 | 64,747 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $35,005,935 | 65,114 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $51,131,563 | 71,100 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $37,594,633 | 66,054 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $24,678,054 | 41,459 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,879,323 | 46,328 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $28,232,588 | 85,102 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $22,224,289 | 68,708 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $16,639,200 | 69,330 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||