Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,969,932
+$177,901,628 QoQ
Shares Held
959,938
-13.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#119
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SEI INVESTMENTS CO holds $2,174,893,042 across 28 Semiconductor Equipment & Materials names. LRCX ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
261,246 | $519,733,215 | |
| 2 | LRCX |
Lam Research Corp
This page
|
959,938 | $415,969,932 | |
| 3 | AMAT |
Applied Materials Inc /De
|
505,531 | $365,498,913 | |
| 4 | KLAC |
Kla Corp
|
932,992 | $281,493,015 | |
| 5 | FORM |
Formfactor Inc
|
1,343,056 | $214,794,945 | |
| 6 | Q |
Qnity Electronics, Inc.
|
460,195 | $75,154,445 | |
| 7 | TER |
Teradyne, Inc
|
106,113 | $51,341,713 | |
| 8 | ENTG |
Entegris Inc
|
285,406 | $51,333,122 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,969,932 | 959,938 | Shares | Defined | 2026-08-14 | |
| 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 | |
| 2024-09-30 | $123,677,739 | 151,551 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $156,080,387 | 146,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $143,292,972 | 147,486 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $125,182,179 | 159,822 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $121,323,241 | 193,569 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $137,341,252 | 213,641 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $101,939,955 | 192,296 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,559,963 | 167,880 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,885,174 | 76,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,511,661 | 73,945 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,199,074 | 59,893 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $40,042,271 | 55,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,418,220 | 53,445 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,734,973 | 68,749 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $40,558,461 | 68,138 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $34,265,548 | 72,555 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $29,887,689 | 90,091 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $34,478,894 | 106,594 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $25,783,920 | 107,433 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||