Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$197,445,342
+$6,954,869 QoQ
Shares Held
924,110
-17.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $363,954,849 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
924,110 | $197,445,342 | |
| 2 | AMAT |
Applied Materials Inc /De
|
231,911 | $79,264,860 | |
| 3 | TER |
Teradyne, Inc
|
118,921 | $35,255,319 | |
| 4 | Q |
Qnity Electronics, Inc.
|
256,050 | $29,543,049 | |
| 5 | ONTO |
Onto Innovation Inc.
|
64,949 | $13,319,091 | |
| 6 | AMBA |
Ambarella Inc
|
87,167 | $4,487,357 | |
| 7 | KLAC |
Kla Corp
|
18,359 | $2,703,197 | |
| 8 | ENTG |
Entegris Inc
|
6,266 | $734,625 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,445,342 | 924,110 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $190,490,473 | 1,112,808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $133,300,261 | 995,521 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,043,142 | 832,578 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $59,695,205 | 821,117 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $164,032,668 | 2,270,977 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||