Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,528,113,111
+$807,372,552 QoQ
Shares Held
3,526,442
+4.5% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#42
of 3,124 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, 2026JENNISON ASSOCIATES LLC holds $3,574,908,785 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,526,442 | $1,528,113,111 | |
| 2 | KLAC |
Kla Corp
|
4,886,998 | $1,474,456,165 | |
| 3 | ONTO |
Onto Innovation Inc.
|
594,166 | $224,862,121 | |
| 4 | ASML |
Asml Holding NV
|
92,700 | $184,421,078 | |
| 5 | AMAT |
Applied Materials Inc /De
|
165,784 | $119,861,832 | |
| 6 | COHU |
Cohu Inc
|
314,865 | $23,271,671 | |
| 7 | ENTG |
Entegris Inc
|
100,630 | $18,099,311 | |
| 8 | FORM |
Formfactor Inc
|
5,898 | $943,267 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,113,111 | 3,526,442 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $720,740,559 | 3,373,306 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $145,495,296 | 849,955 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $106,665,811 | 796,608 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $82,217,549 | 844,643 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $61,414,851 | 844,771 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $63,285,542 | 876,167 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $194,451,462 | 238,275 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $211,425,967 | 198,550 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $89,610,815 | 92,233 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $71,456,026 | 91,229 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $93,929,632 | 149,863 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $112,077,498 | 174,342 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $135,168,407 | 254,977 | Shares | Defined | 2023-04-26 | |
| 2022-12-31 | $97,604,167 | 232,225 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $53,478,090 | 146,115 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $62,007,808 | 145,507 | Shares | Defined | 2022-08-02 | |
| 2022-03-31 | $108,940,752 | 202,639 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $163,638,267 | 227,544 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $129,647,247 | 227,791 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $130,100,958 | 199,940 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $28,868,544 | 48,499 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $43,759,593 | 92,658 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $50,018,611 | 150,772 | Shares | Defined | 2020-11-04 | |
| 2020-06-30 | $64,393,122 | 199,076 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $45,715,680 | 190,482 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||