Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,519,803,263
+$789,077,609 QoQ
Shares Held
11,793,519
+16.6% QoQ
Ownership
0.943%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.00087497209272.ToString("F0")%
Shared 0.ToString("F0")%
None 0.9991250279072769.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $4,864,512,603 across 26 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
11,793,519 | $2,519,803,263 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,004,192 | $1,026,802,776 | |
| 3 | ASML |
Asml Holding NV
|
466,787 | $616,546,268 | |
| 4 | NVMI |
Nova Ltd.
|
435,295 | $189,039,907 | |
| 5 | ONTO |
Onto Innovation Inc.
|
579,203 | $118,777,155 | |
| 6 | TER |
Teradyne, Inc
|
340,416 | $100,919,725 | |
| 7 | KLAC |
Kla Corp
|
582,062 | $85,703,388 | |
| 8 | FORM |
Formfactor Inc
|
493,767 | $47,890,459 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||