Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,658,312,511
+$7,829,591,495 QoQ
Shares Held
24,596,295
+85.8% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#9
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $33,686,313,451 across 24 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
24,596,295 | $10,658,312,511 | |
| 2 | AMAT |
Applied Materials Inc /De
|
12,627,555 | $9,129,722,265 | |
| 3 | KLAC |
Kla Corp
|
17,577,190 | $5,303,213,994 | |
| 4 | ASML |
Asml Holding NV
|
1,933,524 | $3,846,629,792 | |
| 5 | ENTG |
Entegris Inc
|
12,801,259 | $2,302,434,443 | |
| 6 | TER |
Teradyne, Inc
|
1,530,218 | $740,380,676 | |
| 7 | ONTO |
Onto Innovation Inc.
|
853,306 | $322,933,655 | |
| 8 | Q |
Qnity Electronics, Inc.
|
1,607,105 | $262,456,316 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,658,312,511 | 24,596,295 | Shares | Sole | 2026-08-14 | |
| 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 | $578,714,970 | 709,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,644,245,103 | 2,483,209 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,875,022,336 | 2,959,151 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,205,854,407 | 2,816,248 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,936,051,162 | 3,088,934 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,386,683,964 | 3,712,603 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,077,047,797 | 3,918,071 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,424,600,544 | 3,389,485 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,266,064 | 558,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $521,951,929 | 1,224,808 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $147,874,468 | 275,059 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,263,371 | 697,022 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,607,714 | 361,254 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $431,833,150 | 663,644 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $443,355,585 | 744,835 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,068,190,675 | 2,261,822 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,073,315,751 | 3,235,315 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,332,694,985 | 4,120,123 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $866,091,120 | 3,608,713 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||