UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in LRCX — Lam Research Corp

CIK 861177 NEW YORK, NY

Back to LRCX Full portfolio

Position in LRCX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,868,175,253

+$688,645,252 QoQ

Shares Held

13,424,016

+5.4% QoQ

Ownership

1.07%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 54.36157108275199.ToString("F0")% Shared 0.ToString("F0")% None 45.638428917248014.ToString("F0")%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,429,960,533 across 26 Semiconductor Equipment & Materials names. LRCX ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	9,997,208	$3,416,945,716
2	LRCX	Lam Research Corp This page	13,424,016	$2,868,175,253
3	TER	Teradyne, Inc	1,965,465	$582,681,747
4	KLAC	Kla Corp	1,105,007	$162,702,330
5	Q	Qnity Electronics, Inc.	1,298,607	$149,833,270
6	ENTG	Entegris Inc	677,297	$79,406,296
7	ASML	Asml Holding NV	31,357	$41,417,265
8	ONTO	Onto Innovation Inc.	147,982	$30,346,663

All Filings in LRCX

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,868,175,253	13,424,016	+5.4%	Shares	Defined	2026-05-13
2025-12-31	$2,179,530,001	12,732,387	-0.1%	Shares	Defined	2026-02-13
2025-09-30	$1,706,277,519	12,742,924	-15.0%	Shares	Other	2025-11-14
2025-06-30	$1,459,690,582	14,995,794	+12.1%	Shares	Other	2025-08-14
2025-03-31	$972,729,846	13,380,053	-1.4%	Shares	Defined	2025-05-19
2024-12-31	$980,499,925	13,574,691	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.