Caisse de depot et placement du Quebec

Position in LRCX — Lam Research Corp

CIK 898286 Montreal, A8

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$626,966,977

+$463,674,545 QoQ

Shares Held

1,446,858

+89.3% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#87

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Caisse de depot et placement du Quebec holds $2,070,214,606 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,224,807	$885,535,461
2	LRCX	Lam Research Corp This page	1,446,858	$626,966,977
3	KLAC	Kla Corp	1,202,870	$362,917,907
4	TER	Teradyne, Inc	384,829	$186,195,663
5	Q	Qnity Electronics, Inc.	52,652	$8,598,598

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,966,977	1,446,858	+89.3%	Shares	Sole	2026-08-14
2026-03-31	$163,292,432	764,263	-69.2%	Shares	Sole	2026-05-14
2025-12-31	$424,300,442	2,478,680	-3.5%	Shares	Sole	2026-02-17
2025-09-30	$343,932,728	2,568,579	+164.0%	Shares	Sole	2025-11-14
2025-06-30	$94,694,298	972,820	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$72,315,853	994,716	+721.7%	Shares	Sole	2025-05-14
2024-12-31	$8,744,163	121,060	+23.5%	Shares	Sole	2025-02-14
2024-09-30	$80,012,563	98,045	+89.8%	Shares	Sole	2024-11-14
2024-06-30	$55,000,567	51,651	-38.0%	Shares	Sole	2024-08-14
2024-03-31	$80,946,354	83,315	+51.4%	Shares	Sole	2024-05-14
2023-12-31	$43,097,314	55,023	-59.0%	Shares	Sole	2024-02-14
2023-09-30	$84,212,817	134,360	-5.9%	Shares	Sole	2023-11-14
2023-06-30	$91,824,836	142,838	-6.9%	Shares	Sole	2023-08-14
2023-03-31	$81,320,938	153,401	+29.6%	Shares	Sole	2023-05-12
2022-12-31	$49,744,606	118,355	+91.0%	Shares	Sole	2023-02-14
2022-09-30	$22,678,824	61,964	+34.8%	Shares	Sole	2022-11-14
2022-06-30	$19,593,524	45,978	-31.2%	Shares	Sole	2022-08-12
2022-03-31	$35,938,153	66,848	-53.0%	Shares	Sole	2022-05-13
2021-12-31	$102,197,687	142,109	+87.2%	Shares	Sole	2022-02-14
2021-09-30	$43,203,038	75,908	-14.4%	Shares	Sole	2021-11-12
2021-06-30	$57,687,808	88,655	+59.7%	Shares	Sole	2021-08-13
2021-03-31	$33,035,820	55,500	+347.4%	Shares	Sole	2021-05-14
2020-12-31	$5,858,037	12,404	-27.5%	Shares	Sole	2021-02-12
2020-09-30	$5,675,247	17,107	+27.6%	Shares	Sole	2020-11-13
2020-06-30	$4,336,628	13,407	-71.1%	Shares	Sole	2020-08-14
2020-03-31	$11,137,680	46,407	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.