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Equibles

FIL Ltd

Position in LRCX — Lam Research Corp

CIK 318989 HAMILTON, D0
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$262,799,911
+$144,105,799 QoQ
Shares Held
606,466
+9.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#173
of 3,119 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

FIL Ltd holds $664,492,296 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (39.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 912,215 $275,224,386
2 LRCX
Lam Research Corp
This page 		606,466 $262,799,911
3 AMAT
Applied Materials Inc /De
 141,640 $102,405,720
4 DQ
Daqo New Energy Corp.
 832,085 $11,141,617
5 Q
Qnity Electronics, Inc.
 34,790 $5,681,554
6 TER
Teradyne, Inc
 6,423 $3,107,704
7 ENTG
Entegris Inc
 12,440 $2,237,458
8 ASML
Asml Holding NV
 952 $1,893,946

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $262,799,911 606,466
2026-03-31 $118,694,112 555,528
2025-12-31 $255,941,146 1,495,158
2025-09-30 $192,997,032 1,441,352
2025-06-30 $691,935,743 7,108,442
2025-03-31 $504,421,243 6,938,394
2024-12-31 $537,393,222 7,440,028
2024-09-30 $93,128,601 114,117
2024-06-30 $48,101,404 45,172
2024-03-31 $46,439,102 47,798
2023-12-31 $46,459,066 59,315
2023-09-30 $39,967,241 63,767
2023-06-30 $39,674,104 61,715
2023-03-31 $12,113,242 22,850
2022-12-31 $8,537,133 20,312
2022-09-30 $3,966,708 10,838
2022-06-30 $4,200,560 9,857
2022-03-31 $4,785,266 8,901
2021-12-31 $10,181,006 14,157
2021-09-30 $4,046,656 7,110
2021-06-30 $35,461,848 54,498
2021-03-31 $91,320,529 153,418
2020-12-31 $101,292,940 214,481
2020-09-30 $21,912,750 66,052
2020-06-30 $4,006,050 12,385
2020-03-31 $3,125,040 13,021