Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$707,112,253
-$8,397,890 QoQ
Shares Held
3,309,521
-20.8% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 76%
Shared 17%
None 7%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,773,865,985 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,309,521 | $707,112,253 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,181,838 | $403,940,407 | |
| 3 | KLAC |
Kla Corp
|
1,641,635 | $241,715,975 | |
| 4 | ENTG |
Entegris Inc
|
1,381,668 | $161,986,755 | |
| 5 | Q |
Qnity Electronics, Inc.
|
876,617 | $101,144,068 | |
| 6 | FORM |
Formfactor Inc
|
733,338 | $71,126,451 | |
| 7 | TER |
Teradyne, Inc
|
201,282 | $59,672,060 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
366,793 | $16,516,688 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||