Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$228,584,608
+$152,955,592 QoQ
Shares Held
527,507
+49.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#194
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIFTH THIRD BANCORP holds $965,592,969 across 22 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
753,434 | $544,732,782 | |
| 2 | LRCX |
Lam Research Corp
This page
|
527,507 | $228,584,608 | |
| 3 | KLAC |
Kla Corp
|
311,791 | $94,070,462 | |
| 4 | ASML |
Asml Holding NV
|
10,413 | $20,716,037 | |
| 5 | TER |
Teradyne, Inc
|
34,515 | $16,699,737 | |
| 6 | ENTG |
Entegris Inc
|
72,472 | $13,034,813 | |
| 7 | Q |
Qnity Electronics, Inc.
|
58,906 | $9,619,938 | |
| 8 | FORM |
Formfactor Inc
|
57,272 | $9,159,510 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,584,608 | 527,507 | Shares | Defined | 2026-08-05 | |
| 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 | |
| 2024-09-30 | $14,098,598 | 17,276 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $17,540,209 | 16,472 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $14,874,736 | 15,310 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $11,749,683 | 15,001 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $9,130,785 | 14,568 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $9,860,829 | 15,339 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $8,857,244 | 16,708 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $11,858,344 | 28,214 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $10,293,018 | 28,123 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $12,045,555 | 28,266 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $15,641,762 | 29,095 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $20,377,834 | 28,336 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $16,162,721 | 28,398 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $18,617,828 | 28,612 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $17,267,317 | 29,009 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $16,136,993 | 34,169 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,479,213 | 34,602 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $12,306,035 | 38,045 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,800,640 | 40,836 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||