Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,990,242
+$1,610,293 QoQ
Shares Held
23,356
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026TCW GROUP INC holds $327,424,801 across 8 Semiconductor Equipment & Materials names. LRCX ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
151,180 | $199,683,077 | |
| 2 | AMAT |
Applied Materials Inc /De
|
167,996 | $57,419,352 | |
| 3 | Q |
Qnity Electronics, Inc.
|
328,785 | $37,935,213 | |
| 4 | PLAB |
Photronics Inc
|
319,520 | $12,911,803 | |
| 5 | KLAC |
Kla Corp
|
56,374 | $8,300,564 | |
| 6 | LRCX |
Lam Research Corp
This page
|
23,356 | $4,990,242 | |
| 7 | TER |
Teradyne, Inc
|
12,246 | $3,630,449 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
56,720 | $2,554,101 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,990,242 | 23,356 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,379,949 | 19,745 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $2,080,739 | 21,376 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,463,010 | 198,941 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $20,730,804 | 287,011 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||