Position in LRCX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$295,694,755
+$242,811,435 QoQ
Shares Held
1,383,950
+348.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 97.49514072040175.ToString("F0")%
Shared 0.ToString("F0")%
None 2.5048592795982514.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Thrivent Financial for Lutherans holds $535,490,021 across 19 Semiconductor Equipment & Materials names. LRCX ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,383,950 | $295,694,755 | |
| 2 | ONTO |
Onto Innovation Inc.
|
739,292 | $151,606,609 | |
| 3 | AMAT |
Applied Materials Inc /De
|
98,385 | $33,627,007 | |
| 4 | TER |
Teradyne, Inc
|
67,206 | $19,923,890 | |
| 5 | ENTG |
Entegris Inc
|
44,420 | $5,207,800 | |
| 6 | FORM |
Formfactor Inc
|
51,741 | $5,018,359 | |
| 7 | ASML |
Asml Holding NV
|
3,104 | $4,099,854 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
47,158 | $3,099,223 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-06-30 | $12,234,955 | 125,693 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $7,050,227 | 96,977 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $7,015,049 | 97,121 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||