Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$747,876,878
+$381,975,583 QoQ
Shares Held
1,725,883
+0.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#75
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $1,770,350,031 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,725,883 | $747,876,878 | |
| 2 | KLAC |
Kla Corp
|
2,258,853 | $681,518,537 | |
| 3 | AMAT |
Applied Materials Inc /De
|
301,109 | $217,701,807 | |
| 4 | ASML |
Asml Holding NV
|
50,295 | $100,058,878 | |
| 5 | TER |
Teradyne, Inc
|
17,004 | $8,227,215 | |
| 6 | ENTG |
Entegris Inc
|
30,930 | $5,563,068 | |
| 7 | Q |
Qnity Electronics, Inc.
|
26,876 | $4,389,118 | |
| 8 | ONTO |
Onto Innovation Inc.
|
4,263 | $1,613,332 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,876,878 | 1,725,883 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $365,901,295 | 1,712,540 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $306,750,450 | 1,791,976 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $224,501,693 | 1,676,637 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $74,331,548 | 763,628 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $28,632,094 | 393,839 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $31,071,612 | 430,176 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $34,278,622 | 42,004 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $48,043,901 | 45,118 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $46,571,234 | 47,934 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $40,955,880 | 52,289 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $46,117,735 | 73,580 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $42,866,547 | 66,681 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $38,674,902 | 72,955 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $31,696,082 | 75,413 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $29,793,132 | 81,402 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $33,580,192 | 78,799 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $44,453,893 | 82,688 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $58,464,017 | 81,296 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $48,734,036 | 85,626 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $57,450,300 | 88,290 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $50,553,731 | 84,930 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,521,580 | 77,332 | Shares | Defined | 2021-02-18 | |
| 2020-09-30 | $24,410,495 | 73,581 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $40,922,864 | 126,516 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,343,600 | 97,265 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||