Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$639,245,508
+$276,737,794 QoQ
Shares Held
2,991,882
+41.3% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.94%
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, 2026ACADIAN ASSET MANAGEMENT LLC holds $2,684,307,786 across 25 Semiconductor Equipment & Materials names. LRCX ranks #3 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
603,781 | $797,492,058 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,137,520 | $730,582,960 | |
| 3 | LRCX |
Lam Research Corp
This page
|
2,991,882 | $639,245,508 | |
| 4 | TER |
Teradyne, Inc
|
872,377 | $258,624,885 | |
| 5 | KLAC |
Kla Corp
|
468,189 | $68,936,616 | |
| 6 | NVMI |
Nova Ltd.
|
138,259 | $60,043,118 | |
| 7 | ONTO |
Onto Innovation Inc.
|
117,837 | $24,164,833 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
332,244 | $21,835,075 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,245,508 | 2,991,882 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $362,507,714 | 2,117,699 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $261,292,727 | 1,951,402 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $155,038,577 | 1,592,753 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $15,055,152 | 207,086 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $8,113,090 | 112,323 | Shares | Defined | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||