Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,292,643
+$338,939 QoQ
Shares Held
62,214
-17.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $1,529,434,509 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
754,352 | $996,370,752 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,505,425 | $514,539,210 | |
| 3 | LRCX |
Lam Research Corp
This page
|
62,214 | $13,292,643 | |
| 4 | ONTO |
Onto Innovation Inc.
|
20,751 | $4,255,407 | |
| 5 | KLAC |
Kla Corp
|
4,383 | $645,357 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,870 | $331,140 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,292,643 | 62,214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,953,704 | 75,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,167,562 | 75,934 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,308,534 | 54,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $548,957 | 7,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $566,355 | 7,841 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||