Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,807,696
+$8,776,716 QoQ
Shares Held
41,095
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#658
of 3,103 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $46,364,524 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
28,918 | $20,907,714 | |
| 2 | LRCX |
Lam Research Corp
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|
41,095 | $17,807,696 | |
| 3 | PLAB |
Photronics Inc
|
55,930 | $1,819,402 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
13,387 | $1,790,645 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
11,729 | $1,672,438 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
5,813 | $1,101,272 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
6,672 | $749,132 | |
| 8 | KLAC |
Kla Corp
|
1,711 | $516,225 |
All Filings in LRCX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,807,696 | 41,095 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,030,980 | 42,268 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,415,379 | 49,161 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,339,669 | 10,005 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $784,171 | 8,056 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $201,571 | 247 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $595,251 | 559 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $286,673 | 366 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,781,907 | 2,843 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,875,865 | 2,918 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,287,131 | 2,428 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,205,420 | 2,868 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,460,618 | 6,723 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,569,354 | 13,069 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,277,671 | 11,677 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,137,945 | 8,535 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,723,945 | 8,300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,038,244 | 6,206 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,769,069 | 11,372 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,511,531 | 5,318 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,894,292 | 5,710 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,125,315 | 25,120 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,198,560 | 29,994 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||