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Equibles

NATIONAL BANK OF CANADA /FI/

Bank

Position in LRCX — Lam Research Corp

CIK 926171 MONTREAL, A8
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$626,819,641
+$98,130,579 QoQ
Shares Held
1,446,518
-41.5% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#89
of 3,126 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority Sole 0% Shared 71% None 29%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

NATIONAL BANK OF CANADA /FI/ holds $1,682,999,886 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		1,446,518 $626,819,641
2 KLAC
Kla Corp
 1,539,211 $464,395,348
3 AMAT
Applied Materials Inc /De
 575,240 $415,898,520
4 ASML
Asml Holding NV
 62,934 $125,203,409
5 TER
Teradyne, Inc
 78,667 $38,062,240
6 AMKR
Amkor Technology, Inc.
 52,688 $4,543,286
7 DQ
Daqo New Energy Corp.
 245,120 $3,282,156
8 Q
Qnity Electronics, Inc.
 19,091 $3,117,750

All Filings in LRCX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $626,819,641 1,446,518
2026-03-31 $528,689,062 2,474,441
2025-12-31 $372,506,165 2,176,108
2025-09-30 $332,315,563 2,481,819
2025-03-31 $139,122,062 1,913,646
2024-12-31 $155,789,417 2,156,852
2024-06-30 $142,652,629 133,965
2024-03-31 $151,173,376 155,597
2023-12-31 $153,260,482 195,670
2023-09-30 $72,001,455 114,877
2023-06-30 $29,709,774 46,215
2023-03-31 $7,511,269 14,169
2022-12-31 $11,544,379 27,467
2022-09-30 $6,354,492 17,362
2022-06-30 $2,496,385 5,858
2022-03-31 $9,573,758 17,808
2021-12-31 $4,678,070 6,505