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Allianz SE

Position in LRCX — Lam Research Corp

CIK 1127508 Munich, 2M

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$3,064,509
+$1,931,471 QoQ
Shares Held
7,072
+33.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,309
of 3,103 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Allianz SE holds $25,689,854 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LRCX
Lam Research Corp
This page
7,072 $3,064,509

All Filings in LRCX

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,064,509 7,072
2026-03-31 $1,133,038 5,303
2025-12-31 $1,941,010 11,339
2025-09-30 $1,710,170 12,772
2025-06-30 $336,796 3,460
2025-03-31 $1,466,359 20,170
2024-12-31 $1,370,058 18,968