Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$528,689,062
+$156,182,897 QoQ
Shares Held
2,474,441
+13.7% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NATIONAL BANK OF CANADA /FI/ holds $1,291,414,820 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,474,441 | $528,689,062 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,168,471 | $399,371,700 | |
| 3 | KLAC |
Kla Corp
|
141,258 | $207,989,689 | |
| 4 | ASML |
Asml Holding NV
|
85,908 | $113,469,861 | |
| 5 | TER |
Teradyne, Inc
|
108,798 | $32,254,254 | |
| 6 | DQ |
Daqo New Energy Corp.
|
303,700 | $6,459,699 | |
| 7 | Q |
Qnity Electronics, Inc.
|
20,592 | $2,375,904 | |
| 8 | ENTG |
Entegris Inc
|
6,208 | $727,825 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $528,689,062 | 2,474,441 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $372,506,165 | 2,176,108 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $332,315,563 | 2,481,819 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $209,808,873 | 2,155,423 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $139,122,062 | 1,913,646 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $155,789,417 | 2,156,852 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||