Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,053,369,917
+$649,283,249 QoQ
Shares Held
18,971,122
-4.6% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 71.95020410495488.ToString("F0")%
Shared 0.ToString("F0")%
None 28.04979589504511.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MORGAN STANLEY holds $12,836,157,880 across 29 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
18,971,122 | $4,053,369,917 | |
| 2 | AMAT |
Applied Materials Inc /De
|
11,843,881 | $4,048,120,075 | |
| 3 | ASML |
Asml Holding NV
|
1,785,366 | $2,358,164,961 | |
| 4 | TER |
Teradyne, Inc
|
2,172,070 | $643,931,864 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,168,681 | $365,602,407 | |
| 6 | KLAC |
Kla Corp
|
1,773,150 | $261,080,371 | |
| 7 | ENTG |
Entegris Inc
|
1,930,013 | $226,274,717 | |
| 8 | FORM |
Formfactor Inc
|
1,308,918 | $126,951,951 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,053,369,917 | 18,971,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,404,086,668 | 19,886,007 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,659,456,850 | 19,861,515 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,855,654,611 | 19,063,639 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,479,625,578 | 20,352,484 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,538,948,693 | 21,306,226 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||