Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,322,488,950
+$55,167,580 QoQ
Shares Held
6,189,689
-16.4% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NORDEA INVESTMENT MANAGEMENT AB holds $2,319,444,298 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
6,189,689 | $1,322,488,950 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,043,289 | $698,375,746 | |
| 3 | KLAC |
Kla Corp
|
152,108 | $223,965,339 | |
| 4 | TER |
Teradyne, Inc
|
183,311 | $54,344,377 | |
| 5 | ONTO |
Onto Innovation Inc.
|
78,470 | $16,091,842 | |
| 6 | Q |
Qnity Electronics, Inc.
|
21,577 | $2,489,554 | |
| 7 | ENTG |
Entegris Inc
|
14,402 | $1,688,490 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,322,488,950 | 6,189,689 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,267,321,370 | 7,403,443 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $1,514,777,491 | 11,312,752 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,031,275,831 | 10,594,574 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $574,503,388 | 7,902,385 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||