Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,828,721,016
+$484,374,969 QoQ
Shares Held
13,239,357
-3.3% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 97.49525600072572.ToString("F0")%
Shared 0.ToString("F0")%
None 2.504743999274285.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $9,902,971,653 across 24 Semiconductor Equipment & Materials names. LRCX ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
13,239,357 | $2,828,721,016 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,062,925 | $2,072,247,135 | |
| 3 | ASML |
Asml Holding NV
|
1,537,832 | $2,031,214,640 | |
| 4 | ENTG |
Entegris Inc
|
11,618,818 | $1,362,190,222 | |
| 5 | TER |
Teradyne, Inc
|
2,118,808 | $628,141,818 | |
| 6 | KLAC |
Kla Corp
|
1,680,572 | $247,449,101 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,812,899 | $209,172,286 | |
| 8 | ONTO |
Onto Innovation Inc.
|
605,783 | $124,227,918 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,828,721,016 | 13,239,357 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,344,346,047 | 13,695,210 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,538,912 | 3,028,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $669,689,368 | 6,879,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,241,365 | 5,739,221 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $207,614,877 | 2,874,358 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,871,496 | 709,140 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||