Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$345,563,428
+$34,561,893 QoQ
Shares Held
1,617,352
-11.0% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026MACKENZIE FINANCIAL CORP holds $824,748,826 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,617,352 | $345,563,428 | |
| 2 | AMAT |
Applied Materials Inc /De
|
642,013 | $219,433,623 | |
| 3 | KLAC |
Kla Corp
|
85,212 | $125,467,000 | |
| 4 | TER |
Teradyne, Inc
|
139,826 | $41,452,815 | |
| 5 | ASML |
Asml Holding NV
|
25,864 | $34,161,947 | |
| 6 | DQ |
Daqo New Energy Corp.
|
1,376,475 | $29,277,623 | |
| 7 | CAMT |
Camtek Ltd
|
77,368 | $11,729,762 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
60,017 | $3,944,317 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,563,428 | 1,617,352 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $311,001,535 | 1,816,810 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $218,523,862 | 1,631,993 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $169,434,578 | 1,740,647 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $113,824,209 | 1,565,670 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $169,562,525 | 2,347,536 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||