Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$163,292,432
-$261,008,010 QoQ
Shares Held
764,263
-69.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Caisse de depot et placement du Quebec holds $747,583,830 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,266,323 | $432,816,538 | |
| 2 | LRCX |
Lam Research Corp
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|
764,263 | $163,292,432 | |
| 3 | TER |
Teradyne, Inc
|
280,757 | $83,233,220 | |
| 4 | KLAC |
Kla Corp
|
45,402 | $66,850,358 | |
| 5 | ONTO |
Onto Innovation Inc.
|
5,011 | $1,027,605 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,152 | $363,677 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,292,432 | 764,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $424,300,442 | 2,478,680 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $343,932,728 | 2,568,579 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $94,694,298 | 972,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,315,853 | 994,716 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,744,163 | 121,060 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||