MANUFACTURERS LIFE INSURANCE COMPANY, THE
InsurancePosition in LRCX — Lam Research Corp
CIK 928047
TORONTO, A6
Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$176,399,832
+$2,092,032 QoQ
Shares Held
825,610
-18.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MANUFACTURERS LIFE INSURANCE COMPANY, THE holds $1,181,523,474 across 23 Semiconductor Equipment & Materials names. LRCX ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
921,964 | $315,118,075 | |
| 2 | LRCX |
Lam Research Corp
This page
|
825,610 | $176,399,832 | |
| 3 | Q |
Qnity Electronics, Inc.
|
1,168,746 | $134,849,913 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
1,559,155 | $102,467,666 | |
| 5 | VECO |
Veeco Instruments Inc
|
2,471,801 | $83,695,181 | |
| 6 | AMBA |
Ambarella Inc
|
1,586,082 | $81,651,501 | |
| 7 | ASML |
Asml Holding NV
|
46,731 | $61,723,706 | |
| 8 | ENTG |
Entegris Inc
|
408,755 | $47,922,436 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||