Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$148,223,993
+$71,389,507 QoQ
Shares Held
342,058
-4.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#251
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Fisher Asset Management, LLC holds $10,512,163,864 across 9 Semiconductor Equipment & Materials names. LRCX ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
4,737,614 | $9,425,198,322 | |
| 2 | AMAT |
Applied Materials Inc /De
|
440,384 | $318,397,632 | |
| 3 | ONTO |
Onto Innovation Inc.
|
491,836 | $186,135,334 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
1,821,547 | $157,071,997 | |
| 5 | LRCX |
Lam Research Corp
This page
|
342,058 | $148,223,993 | |
| 6 | VECO |
Veeco Instruments Inc
|
1,688,069 | $127,955,630 | |
| 7 | KLAC |
Kla Corp
|
327,073 | $98,681,194 | |
| 8 | FORM |
Formfactor Inc
|
313,652 | $50,162,364 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,223,993 | 342,058 | Shares | Defined | 2026-08-04 | |
| 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 | |
| 2024-09-30 | $1,527,271,685 | 1,871,473 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,981,025,643 | 1,860,380 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,812,795,140 | 1,865,841 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $2,329,036,142 | 2,973,516 | Shares | Defined | 2024-03-05 | |
| 2023-09-30 | $1,809,356,502 | 2,886,795 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,807,899,106 | 2,812,275 | Shares | Defined | 2023-12-12 | |
| 2023-03-31 | $1,431,706,746 | 2,700,722 | Shares | Defined | 2023-12-12 | |
| 2022-12-31 | $1,110,373,337 | 2,641,859 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $830,363,598 | 2,268,753 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $849,269,647 | 1,992,889 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $1,022,814,852 | 1,902,522 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,295,938,504 | 1,802,042 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $992,770,052 | 1,744,303 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $694,008,639 | 1,066,557 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $603,332,287 | 1,013,595 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $452,226,388 | 957,559 | Shares | Defined | 2021-01-29 | |
| 2020-09-30 | $295,215,036 | 889,872 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $269,683,481 | 833,746 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $130,109,040 | 542,121 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||