Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$701,391,296
+$265,704,132 QoQ
Shares Held
3,282,745
+29.0% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026AMERICAN CENTURY COMPANIES INC holds $3,106,886,590 across 23 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
3,543,844 | $1,211,250,440 | |
| 2 | LRCX |
Lam Research Corp
This page
|
3,282,745 | $701,391,296 | |
| 3 | ASML |
Asml Holding NV
|
360,140 | $475,683,716 | |
| 4 | TER |
Teradyne, Inc
|
550,691 | $163,257,853 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
2,713,260 | $122,178,097 | |
| 6 | PLAB |
Photronics Inc
|
2,819,927 | $113,953,250 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
951,914 | $88,604,155 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
1,090,103 | $71,641,569 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $701,391,296 | 3,282,745 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $435,687,164 | 2,545,199 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $355,417,063 | 2,654,347 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $214,531,227 | 2,203,937 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $119,043,196 | 1,637,458 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $94,392,258 | 1,306,829 | Shares | Defined | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||