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Equibles

MACKENZIE FINANCIAL CORP

Position in LRCX — Lam Research Corp

CIK 919859 TORONTO ONTARIO, A6
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$685,879,057
+$340,315,629 QoQ
Shares Held
1,582,810
-2.1% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#81
of 3,126 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

MACKENZIE FINANCIAL CORP holds $1,767,231,296 across 17 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		1,582,810 $685,879,057
2 AMAT
Applied Materials Inc /De
 713,175 $515,625,525
3 KLAC
Kla Corp
 803,300 $242,363,643
4 ASML
Asml Holding NV
 63,628 $126,584,081
5 TER
Teradyne, Inc
 188,036 $90,979,338
6 ACMR
ACM Research, Inc.
 268,004 $34,007,027
7 DQ
Daqo New Energy Corp.
 1,273,491 $17,052,044
8 AMKR
Amkor Technology, Inc.
 165,625 $14,281,843

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $685,879,057 1,582,810
2026-03-31 $345,563,428 1,617,352
2025-12-31 $311,001,535 1,816,810
2025-09-30 $218,523,862 1,631,993
2025-06-30 $169,434,578 1,740,647
2025-03-31 $113,824,209 1,565,670
2024-12-31 $169,562,525 2,347,536
2024-09-30 $185,526,811 227,339
2024-06-30 $307,426,454 288,704
2024-03-31 $280,451,453 288,658
2023-12-31 $236,952,598 302,521
2023-09-30 $189,568,466 302,453
2023-06-30 $199,717,959 310,671
2023-03-31 $106,157,590 200,252
2022-12-31 $89,347,374 212,580
2022-09-30 $81,671,802 223,147
2022-06-30 $93,636,661 219,727
2022-03-31 $125,413,660 233,280
2021-12-31 $150,046,332 208,644
2021-09-30 $40,986,768 72,014
2021-06-30 $47,726,892 73,347
2021-03-31 $40,276,319 67,664
2020-12-31 $10,411,664 22,046
2020-09-30 $5,683,541 17,132
2020-06-30 $6,957,301 21,509
2020-03-31 $9,548,160 39,784