Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$210,618,313
+$182,654,706 QoQ
Shares Held
486,046
+271.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#202
of 3,103 holders
Holding Since
Mar 2020
25 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, 20261832 Asset Management L.P. holds $2,045,025,522 across 7 Semiconductor Equipment & Materials names. LRCX ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,972,872 | $595,235,211 | |
| 2 | ASML |
Asml Holding NV
|
298,655 | $594,156,173 | |
| 3 | AMAT |
Applied Materials Inc /De
|
518,623 | $374,964,429 | |
| 4 | TER |
Teradyne, Inc
|
525,480 | $254,248,243 | |
| 5 | LRCX |
Lam Research Corp
This page
|
486,046 | $210,618,313 | |
| 6 | NVMI |
Nova Ltd.
|
28,065 | $15,237,611 | |
| 7 | Q |
Qnity Electronics, Inc.
|
3,463 | $565,542 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,618,313 | 486,046 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,963,607 | 130,879 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $194,909,485 | 1,138,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $192,558,376 | 1,438,076 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,072,680 | 319,218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,439,945 | 47,317 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,735,302 | 51,714 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $5,310,406 | 4,987 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,598,648 | 7,821 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $103,712,239 | 132,411 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,643,762 | 10,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $60,825,484 | 94,617 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $97,088,297 | 183,144 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,975,940 | 199,800 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $138,520,020 | 378,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,399,013 | 146,425 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $77,387,346 | 143,947 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $298,133,700 | 414,564 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $71,574,027 | 125,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $115,453,050 | 177,429 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $107,524,153 | 180,640 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $85,688,668 | 181,440 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $45,263,970 | 136,440 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $32,934,697 | 101,820 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,192,480 | 50,802 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||