Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$171,016,715
+$87,830,332 QoQ
Shares Held
394,657
+1.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#224
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, 2026US BANCORP \DE\ holds $879,037,270 across 25 Semiconductor Equipment & Materials names. LRCX ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
570,378 | $412,383,294 | |
| 2 | LRCX |
Lam Research Corp
This page
|
394,657 | $171,016,715 | |
| 3 | KLAC |
Kla Corp
|
546,148 | $164,778,312 | |
| 4 | ASML |
Asml Holding NV
|
46,880 | $93,264,941 | |
| 5 | Q |
Qnity Electronics, Inc.
|
87,650 | $14,314,120 | |
| 6 | ENTG |
Entegris Inc
|
42,161 | $7,583,076 | |
| 7 | TER |
Teradyne, Inc
|
13,257 | $6,414,265 | |
| 8 | NVMI |
Nova Ltd.
|
5,875 | $3,189,770 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,016,715 | 394,657 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $83,186,383 | 389,340 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $67,905,391 | 396,690 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $54,658,646 | 408,205 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $40,239,575 | 413,392 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $31,830,384 | 437,832 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $31,494,374 | 436,029 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $34,800,097 | 42,643 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $47,178,176 | 44,305 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $45,025,467 | 46,343 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $37,893,335 | 48,379 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $29,314,657 | 46,771 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $29,515,630 | 45,913 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $24,800,602 | 46,783 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $19,549,411 | 46,513 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,469,092 | 50,462 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $21,157,068 | 49,647 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $26,292,891 | 48,907 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $34,605,497 | 48,120 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,510,432 | 48,336 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $29,800,107 | 45,797 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $27,199,491 | 45,695 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $21,649,328 | 45,841 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $16,037,457 | 48,342 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $15,342,030 | 47,431 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $11,037,600 | 45,990 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||