Position in LRCX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$75,629,016
+$50,189,101 QoQ
Shares Held
353,969
+138.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 83.32311586607867.ToString("F0")%
Shared 0.ToString("F0")%
None 16.676884133921334.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FIFTH THIRD BANCORP holds $410,872,547 across 21 Semiconductor Equipment & Materials names. LRCX ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
641,828 | $219,370,392 | |
| 2 | LRCX |
Lam Research Corp
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|
353,969 | $75,629,016 | |
| 3 | KLAC |
Kla Corp
|
31,962 | $47,061,168 | |
| 4 | ASML |
Asml Holding NV
|
11,096 | $14,655,929 | |
| 5 | ENTG |
Entegris Inc
|
95,870 | $11,239,798 | |
| 6 | TER |
Teradyne, Inc
|
35,588 | $10,550,418 | |
| 7 | Q |
Qnity Electronics, Inc.
|
57,845 | $6,674,156 | |
| 8 | FORM |
Formfactor Inc
|
66,370 | $6,437,226 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,629,016 | 353,969 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $25,439,915 | 148,615 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $20,547,356 | 153,453 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $14,951,910 | 153,605 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $11,470,678 | 157,781 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $11,198,828 | 155,044 | Shares | Defined | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||