Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$528,092,334
-$179,019,919 QoQ
Shares Held
1,218,684
-63.2% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#99
of 3,120 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 19%
None 9%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $6,850,708,177 across 12 Semiconductor Equipment & Materials names. LRCX ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
14,668,801 | $4,425,723,945 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,522,200 | $1,100,550,600 | |
| 3 | LRCX |
Lam Research Corp
This page
|
1,218,684 | $528,092,334 | |
| 4 | TER |
Teradyne, Inc
|
678,033 | $328,059,482 | |
| 5 | ENTG |
Entegris Inc
|
1,161,575 | $208,920,877 | |
| 6 | Q |
Qnity Electronics, Inc.
|
886,031 | $144,697,721 | |
| 7 | FORM |
Formfactor Inc
|
381,320 | $60,984,506 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
361,075 | $31,135,496 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,092,334 | 1,218,684 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $707,112,253 | 3,309,521 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $715,510,143 | 4,179,870 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $650,845,718 | 4,860,685 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $437,726,685 | 4,496,884 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $344,484,439 | 4,738,438 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $439,742,376 | 6,088,085 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $798,758,699 | 978,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,335,522,088 | 1,254,188 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,131,605,063 | 1,164,718 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $806,216,563 | 1,029,309 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $685,745,293 | 1,094,094 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $795,746,247 | 1,237,822 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $618,034,037 | 1,165,838 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $480,542,857 | 1,143,333 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $472,697,418 | 1,291,523 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $555,262,794 | 1,302,975 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $776,173,358 | 1,443,748 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,281,997,778 | 1,782,657 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,011,186,604 | 1,776,661 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,209,274,540 | 1,858,421 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,136,754,230 | 1,909,741 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $914,816,741 | 1,937,063 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $375,078,537 | 1,130,606 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $291,501,178 | 901,197 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $10,337,520 | 43,073 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||