Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$192,469,586
+$189,352,501 QoQ
Shares Held
444,164
+2944.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#210
of 3,103 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Winslow Capital Management, LLC holds $1,347,256,598 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.3% of the industry book) .
All Filings in LRCX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,469,586 | 444,164 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,117,085 | 14,589 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,760,824 | 21,970 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,044,752 | 22,739 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $808,907,469 | 8,310,124 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $564,869,693 | 7,769,872 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $345,090,597 | 4,777,663 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $404,340,708 | 495,467 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $643,659,230 | 604,460 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $538,906,560 | 554,676 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $475,879,794 | 607,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $523,517,162 | 835,262 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $602,993,035 | 937,985 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $447,906,868 | 844,916 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $315,929,842 | 751,677 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||