Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$136,153,553
+$25,370,137 QoQ
Shares Held
637,244
-1.5% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $398,572,257 across 18 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
637,244 | $136,153,553 | |
| 2 | KLAC |
Kla Corp
|
64,701 | $95,266,399 | |
| 3 | AMAT |
Applied Materials Inc /De
|
278,364 | $95,142,031 | |
| 4 | ASML |
Asml Holding NV
|
27,550 | $36,388,866 | |
| 5 | TER |
Teradyne, Inc
|
58,151 | $17,239,445 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
47,976 | $4,465,606 | |
| 7 | Q |
Qnity Electronics, Inc.
|
27,496 | $3,172,488 | |
| 8 | ONTO |
Onto Innovation Inc.
|
14,448 | $2,962,851 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,153,553 | 637,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $110,783,416 | 647,175 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $83,490,533 | 623,529 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,121,728 | 514,914 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,915,942 | 452,764 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,224,787 | 418,452 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||