Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$238,068,304
+$40,622,959 QoQ
Shares Held
1,114,239
-3.4% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,429,447,997 across 26 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
287,225 | $379,375,396 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,114,239 | $238,068,304 | |
| 3 | AMAT |
Applied Materials Inc /De
|
654,891 | $223,835,194 | |
| 4 | FORM |
Formfactor Inc
|
1,682,322 | $163,168,410 | |
| 5 | KLAC |
Kla Corp
|
90,501 | $133,254,575 | |
| 6 | TER |
Teradyne, Inc
|
171,309 | $50,786,265 | |
| 7 | Q |
Qnity Electronics, Inc.
|
405,958 | $46,839,433 | |
| 8 | ENTG |
Entegris Inc
|
295,914 | $34,692,957 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,068,304 | 1,114,239 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $197,445,345 | 1,153,437 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $156,263,977 | 1,167,020 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $296,834,435 | 3,049,460 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $188,862,822 | 2,597,838 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $107,246,597 | 1,484,793 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||