Position in LRCX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$76,834,486
+$16,006,187 QoQ
Shares Held
359,611
+1.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 76.37864247756603.ToString("F0")%
Shared 0.ToString("F0")%
None 23.621357522433964.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Fisher Asset Management, LLC holds $6,640,683,233 across 8 Semiconductor Equipment & Materials names. LRCX ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
4,600,512 | $6,076,494,264 | |
| 2 | AMAT |
Applied Materials Inc /De
|
422,055 | $144,254,178 | |
| 3 | ONTO |
Onto Innovation Inc.
|
649,981 | $133,291,603 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
2,010,982 | $90,554,519 | |
| 5 | LRCX |
Lam Research Corp
This page
|
359,611 | $76,834,486 | |
| 6 | VECO |
Veeco Instruments Inc
|
2,169,509 | $73,459,574 | |
| 7 | FORM |
Formfactor Inc
|
425,994 | $41,317,158 | |
| 8 | KLAC |
Kla Corp
|
30,409 | $4,477,451 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,834,486 | 359,611 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $60,828,299 | 355,347 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $52,594,848 | 392,792 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $43,755,303 | 449,510 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $66,820,242 | 919,123 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,341,902,013 | 18,578,181 | Shares | Defined | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||