Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$46,393,605
+$24,623,365 QoQ
Shares Held
107,063
+5.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#424
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Mar 31, 2023CallValue
$5,301
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026M&T Bank Corp holds $484,782,926 across 14 Semiconductor Equipment & Materials names. LRCX ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
294,579 | $212,980,617 | |
| 2 | Q |
Qnity Electronics, Inc.
|
787,221 | $128,561,056 | |
| 3 | KLAC |
Kla Corp
|
178,903 | $53,976,819 | |
| 4 | LRCX |
Lam Research Corp
This page
|
107,063 | $46,393,605 | |
| 5 | ASML |
Asml Holding NV
|
12,473 | $24,814,279 | |
| 6 | ENTG |
Entegris Inc
|
25,557 | $4,596,678 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
51,954 | $4,479,988 | |
| 8 | TER |
Teradyne, Inc
|
8,184 | $3,959,741 |
All Filings in LRCX
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,393,605 | 107,063 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $21,770,240 | 101,892 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,211,427 | 94,704 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $11,354,314 | 84,797 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,748,595 | 100,150 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,884,308 | 108,450 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $8,202,868 | 113,566 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $8,736,133 | 10,705 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $13,935,686 | 13,087 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $12,289,383 | 12,649 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $10,297,513 | 13,147 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $8,438,827 | 13,464 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $9,313,747 | 14,488 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $5,301 | 10 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $9,581,385 | 18,074 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,891,549 | 18,776 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,000 | 30 | Call | Defined | 2022-11-17 | |
| 2022-09-30 | $7,321,098 | 20,003 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $9,703,170 | 33,108 | Shares | Defined | 2022-08-05 | |
| 2022-06-30 | $12,784 | 30 | Call | Defined | 2022-08-05 | |
| 2022-03-31 | $16,128 | 30 | Call | Defined | 2022-05-09 | |
| 2022-03-31 | $7,848,564 | 14,599 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $8,621,886 | 11,989 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $7,027,862 | 12,348 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $8,240,463 | 12,664 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,815,501 | 14,810 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $7,991,276 | 16,921 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,127,858 | 15,457 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $5,256,544 | 16,251 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $4,433,760 | 18,474 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||