Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$331,392,856
+$37,511,375 QoQ
Shares Held
1,551,029
-9.7% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LORD, ABBETT & CO. LLC holds $549,927,416 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,551,029 | $331,392,856 | |
| 2 | NVMI |
Nova Ltd.
|
182,615 | $79,306,042 | |
| 3 | ASML |
Asml Holding NV
|
42,182 | $55,715,251 | |
| 4 | TER |
Teradyne, Inc
|
155,766 | $46,178,388 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
455,929 | $20,530,482 | |
| 6 | AEHR |
Aehr Test Systems
|
179,289 | $6,648,036 | |
| 7 | KLAC |
Kla Corp
|
4,218 | $6,210,625 | |
| 8 | AMBA |
Ambarella Inc
|
76,646 | $3,945,736 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,392,856 | 1,551,029 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $293,881,481 | 1,716,798 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $189,301,526 | 1,413,753 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $169,302,975 | 1,739,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $140,410,380 | 1,931,367 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,847,631 | 634,745 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||