UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LRCX — Lam Research Corp
CIK 861177
NEW YORK, NY
Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,423,120,610
+$2,554,945,357 QoQ
Shares Held
12,514,990
-6.8% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#16
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $17,352,964,172 across 25 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
9,412,435 | $6,805,190,505 | |
| 2 | LRCX |
Lam Research Corp
This page
|
12,514,990 | $5,423,120,610 | |
| 3 | KLAC |
Kla Corp
|
11,656,605 | $3,516,914,287 | |
| 4 | TER |
Teradyne, Inc
|
1,978,124 | $957,095,510 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,488,828 | $243,140,495 | |
| 6 | ENTG |
Entegris Inc
|
716,170 | $128,810,331 | |
| 7 | ONTO |
Onto Innovation Inc.
|
155,253 | $58,755,493 | |
| 8 | ASML |
Asml Holding NV
|
28,322 | $56,344,916 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,423,120,610 | 12,514,990 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,868,175,253 | 13,424,016 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,179,530,001 | 12,732,387 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,706,277,519 | 12,742,924 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,459,690,582 | 14,995,794 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $972,729,846 | 13,380,053 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $980,499,925 | 13,574,691 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $170,865,933 | 209,374 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,182,554,249 | 1,110,536 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $929,337,788 | 956,532 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $688,476,918 | 878,989 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $504,527,910 | 804,965 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $507,820,181 | 789,939 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $418,762,458 | 789,939 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $334,851,742 | 796,697 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $336,872,988 | 920,418 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $398,220,124 | 934,460 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $523,193,981 | 973,185 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $621,295,254 | 863,930 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $362,080,135 | 636,177 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $403,505,573 | 620,110 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $379,276,209 | 637,182 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $306,128,243 | 648,206 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $287,163,128 | 865,601 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $267,735,924 | 827,725 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $176,917,920 | 737,158 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||