MANUFACTURERS LIFE INSURANCE COMPANY, THE
InsurancePosition in LRCX — Lam Research Corp
CIK 928047
TORONTO, A6
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$417,887,852
+$241,488,020 QoQ
Shares Held
964,364
+16.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#119
of 3,114 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, 2026MANUFACTURERS LIFE INSURANCE COMPANY, THE holds $2,634,387,463 across 24 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
910,031 | $657,952,413 | |
| 2 | KLAC |
Kla Corp
|
2,038,894 | $615,154,708 | |
| 3 | LRCX |
Lam Research Corp
This page
|
964,364 | $417,887,852 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
1,144,210 | $153,049,529 | |
| 5 | Q |
Qnity Electronics, Inc.
|
913,494 | $149,182,705 | |
| 6 | VECO |
Veeco Instruments Inc
|
1,773,530 | $134,433,574 | |
| 7 | AMBA |
Ambarella Inc
|
1,186,541 | $101,805,217 | |
| 8 | ASML |
Asml Holding NV
|
42,692 | $84,933,168 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,887,852 | 964,364 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $176,399,832 | 825,610 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $174,307,800 | 1,018,272 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $159,485,612 | 1,191,080 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $132,277,467 | 1,358,922 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $108,103,809 | 1,486,985 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $118,645,864 | 1,642,612 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $101,472,203 | 124,341 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $126,067,591 | 118,390 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $105,240,462 | 108,320 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $90,512,742 | 115,559 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $71,168,479 | 113,548 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $67,070,226 | 104,331 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,078,744 | 105,785 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $44,400,492 | 105,640 | Shares | Defined | 2023-08-11 | |
| 2022-09-30 | $37,388,730 | 102,155 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $42,694,690 | 100,187 | Shares | Defined | 2023-08-11 | |
| 2022-03-31 | $55,346,949 | 102,950 | Shares | Defined | 2023-08-11 | |
| 2021-12-31 | $78,170,885 | 108,699 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $75,220,570 | 132,163 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $89,775,125 | 137,967 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $83,919,910 | 140,985 | Shares | Defined | 2021-05-03 | |
| 2020-12-31 | $69,350,486 | 146,845 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $52,820,570 | 159,218 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $54,312,814 | 167,912 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $38,430,000 | 160,125 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||