ROYAL LONDON ASSET MANAGEMENT LTD

Position in LRCX — Lam Research Corp

CIK 863748 UNITED KINGDOM, X0

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$286,722,761

+$142,738,142 QoQ

Shares Held

661,673

-1.8% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#160

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $886,331,860 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	460,003	$332,582,169
2	LRCX	Lam Research Corp This page	661,673	$286,722,761
3	KLAC	Kla Corp	717,115	$216,360,766
4	TER	Teradyne, Inc	73,347	$35,488,212
5	Q	Qnity Electronics, Inc.	81,455	$13,302,416
6	ENTG	Entegris Inc	6,588	$1,184,917
7	NVMI	Nova Ltd.	1,272	$690,619

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,722,761	661,673	-1.8%	Shares	Sole	2026-08-13
2026-03-31	$143,984,619	673,896	-2.1%	Shares	Sole	2026-05-01
2025-12-31	$117,837,744	688,385	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$93,601,054	699,037	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$69,224,217	711,159	-3.1%	Shares	Sole	2025-08-14
2025-03-31	$53,378,012	734,223	+10.3%	Shares	Sole	2025-05-13
2024-12-31	$48,079,971	665,651	+919.7%	Shares	Sole	2025-02-11
2024-09-30	$53,275,334	65,282	+3.0%	Shares	Sole	2024-11-14
2024-06-30	$67,509,360	63,398	+0.0%	Shares	Sole	2024-08-07
2024-03-31	$61,591,708	63,394	-4.1%	Shares	Sole	2024-05-14
2023-12-31	$51,797,767	66,131	+0.6%	Shares	Sole	2024-03-01
2023-09-30	$41,210,754	65,751	+7.6%	Shares	Sole	2023-11-14
2023-06-30	$39,295,460	61,126	+21.8%	Shares	Sole	2023-08-11
2023-03-31	$26,598,240	50,174	+1.9%	Shares	Sole	2023-05-15
2022-12-31	$20,685,064	49,215	+2.9%	Shares	Sole	2023-02-09
2022-09-30	$17,498,460	47,810	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$21,306,221	49,997	0.0%	Shares	Sole	2022-09-06
2022-03-31	$26,878,887	49,997	+1.8%	Shares	Sole	2022-09-06
2021-12-31	$35,313,141	49,104	-2.9%	Shares	Sole	2022-10-18
2021-09-30	$28,789,314	50,583	-4.1%	Shares	Sole	2022-10-18
2021-06-30	$34,314,664	52,735	-3.8%	Shares	Sole	2022-10-18
2021-03-31	$32,613,794	54,791	+3.7%	Shares	Sole	2022-10-17
2020-12-31	$24,960,414	52,852	-5.5%	Shares	Sole	2021-01-29
2020-09-30	$18,551,128	55,919	-0.9%	Shares	Sole	2020-11-04
2020-06-30	$18,248,966	56,418	-4.5%	Shares	Sole	2020-07-31
2020-03-31	$14,172,240	59,051	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.