Position in LRCX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$720,740,559
+$575,245,263 QoQ
Shares Held
3,373,306
+296.9% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JENNISON ASSOCIATES LLC holds $1,668,088,480 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,373,306 | $720,740,559 | |
| 2 | KLAC |
Kla Corp
|
384,456 | $566,076,858 | |
| 3 | ASML |
Asml Holding NV
|
115,553 | $152,625,868 | |
| 4 | ONTO |
Onto Innovation Inc.
|
564,305 | $115,722,026 | |
| 5 | AMAT |
Applied Materials Inc /De
|
292,287 | $99,900,773 | |
| 6 | ENTG |
Entegris Inc
|
100,784 | $11,815,916 | |
| 7 | PLAB |
Photronics Inc
|
29,856 | $1,206,480 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||