NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
Position in LRCX — Lam Research Corp
CIK 921739
PHILADELPHIA, PA
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$723,724,799
+$719,682,566 QoQ
Shares Held
1,670,147
+8727.9% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#76
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026NOMURA ASSET MANAGEMENT INTERNATIONAL INC. holds $1,892,096,338 across 17 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,670,147 | $723,724,799 | |
| 2 | ASML |
Asml Holding NV
|
195,386 | $388,708,704 | |
| 3 | AMAT |
Applied Materials Inc /De
|
376,095 | $271,916,685 | |
| 4 | KLAC |
Kla Corp
|
422,444 | $127,455,579 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
624,028 | $88,980,152 | |
| 6 | TER |
Teradyne, Inc
|
131,572 | $63,659,796 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
464,990 | $52,209,077 | |
| 8 | Q |
Qnity Electronics, Inc.
|
264,160 | $43,139,969 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,724,799 | 1,670,147 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,042,233 | 18,919 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,120,953 | 18,232 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||