Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$148,950,929
+$22,887,304 QoQ
Shares Held
697,140
-5.3% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 87.41113693088907.ToString("F0")%
Shared 0.ToString("F0")%
None 12.588863069110939.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $775,915,935 across 21 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
248,817 | $328,644,955 | |
| 2 | AMAT |
Applied Materials Inc /De
|
714,857 | $244,330,970 | |
| 3 | LRCX |
Lam Research Corp
This page
|
697,140 | $148,950,929 | |
| 4 | Q |
Qnity Electronics, Inc.
|
115,205 | $13,292,350 | |
| 5 | ONTO |
Onto Innovation Inc.
|
35,004 | $7,178,269 | |
| 6 | KLAC |
Kla Corp
|
47,681 | $7,020,596 | |
| 7 | TER |
Teradyne, Inc
|
18,105 | $5,367,406 | |
| 8 | ENTG |
Entegris Inc
|
45,617 | $5,348,135 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,950,929 | 697,140 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $126,063,625 | 736,439 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $109,056,594 | 814,463 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $81,028,732 | 832,430 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,020,931 | 701,801 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $45,964,208 | 636,359 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||