Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,661,694,340
+$3,141,891,077 QoQ
Shares Held
13,065,549
+10.8% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#14
of 3,114 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $12,366,965,290 across 25 Semiconductor Equipment & Materials names. LRCX ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
13,065,549 | $5,661,694,340 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,368,605 | $2,435,501,415 | |
| 3 | KLAC |
Kla Corp
|
5,409,031 | $1,631,958,735 | |
| 4 | ASML |
Asml Holding NV
|
801,824 | $1,595,180,654 | |
| 5 | TER |
Teradyne, Inc
|
726,758 | $351,634,586 | |
| 6 | ONTO |
Onto Innovation Inc.
|
540,583 | $204,583,633 | |
| 7 | NVMI |
Nova Ltd.
|
295,272 | $160,314,976 | |
| 8 | VECO |
Veeco Instruments Inc
|
1,147,664 | $86,992,930 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,661,694,340 | 13,065,549 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,519,803,263 | 11,793,519 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,730,725,654 | 10,110,560 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $862,247,304 | 6,439,487 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $619,020,194 | 6,359,361 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $457,511,343 | 6,293,141 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $452,826,910 | 6,269,236 | Shares | Defined | 2025-02-12 | |
| 2024-06-30 | $1,114,289,916 | 1,046,429 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,002,151,132 | 1,031,476 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $749,225,782 | 956,548 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $600,319,047 | 957,798 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $596,005,146 | 927,115 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $489,482,589 | 923,343 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $385,907,268 | 918,171 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $430,380,864 | 1,175,904 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $501,519,737 | 1,176,862 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $638,660,246 | 1,187,962 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $870,102,457 | 1,209,904 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $678,928,216 | 1,192,881 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $768,198,849 | 1,180,573 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $733,584,487 | 1,232,418 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $532,853,264 | 1,128,281 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $356,239,119 | 1,073,818 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $345,453,012 | 1,067,993 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $235,302,000 | 980,425 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||