NORDEA INVESTMENT MANAGEMENT AB

Position in LRCX — Lam Research Corp

CIK 1218210 STOCKHOLM, V7

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,152,124,343

+$829,635,393 QoQ

Shares Held

4,966,479

-19.8% QoQ

Ownership

0.397%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#33

of 3,126 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

NORDEA INVESTMENT MANAGEMENT AB holds $4,039,374,511 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	4,966,479	$2,152,124,343
2	AMAT	Applied Materials Inc /De	1,999,444	$1,445,598,012
3	KLAC	Kla Corp	1,103,974	$333,079,994
4	TER	Teradyne, Inc	142,019	$68,714,471
5	ONTO	Onto Innovation Inc.	77,184	$29,210,284
6	Q	Qnity Electronics, Inc.	30,469	$4,975,892
7	ENTG	Entegris Inc	16,780	$3,018,050
8	KLIC	Kulicke & Soffa Industries Inc	8,226	$1,100,309

All Filings in LRCX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,152,124,343	4,966,479	-19.8%	Shares	Defined	2026-08-05
2026-03-31	$1,322,488,950	6,189,689	-16.4%	Shares	Defined	2026-05-13
2025-12-31	$1,267,321,370	7,403,443	-34.6%	Shares	Defined	2026-01-08
2025-09-30	$1,514,777,491	11,312,752	+6.8%	Shares	Defined	2025-10-27
2025-06-30	$1,031,275,831	10,594,574	+34.1%	Shares	Defined	2025-07-29
2025-03-31	$574,503,388	7,902,385	+1665.6%	Shares	Defined	2025-05-14
2024-09-30	$365,257,005	447,575	-1.8%	Shares	Sole	2024-11-05
2024-06-30	$485,190,383	455,642	+2.4%	Shares	Sole	2024-08-08
2024-03-31	$432,130,046	444,775	-2.0%	Shares	Sole	2024-05-02
2023-12-31	$355,433,205	453,787	+12.0%	Shares	Sole	2024-01-10
2023-09-30	$254,033,014	405,305	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$264,839,034	411,970	+0.4%	Shares	Sole	2023-07-07
2023-03-31	$217,611,609	410,495	-7.8%	Shares	Sole	2023-04-19
2022-12-31	$187,223,055	445,451	-41.0%	Shares	Sole	2023-02-08
2022-09-30	$276,351,960	755,060	-1.6%	Shares	Sole	2022-10-19
2022-06-30	$326,857,476	767,001	+0.3%	Shares	Sole	2022-08-09
2022-03-31	$410,961,449	764,423	+1.5%	Shares	Sole	2022-04-11
2021-12-31	$541,699,737	753,250	-3.1%	Shares	Sole	2022-01-20
2021-09-30	$442,383,789	777,271	-0.2%	Shares	Sole	2021-11-01
2021-06-30	$506,792,489	778,842	-11.5%	Shares	Sole	2021-07-16
2021-03-31	$523,954,057	880,240	-5.6%	Shares	Sole	2021-05-17
2020-12-31	$440,299,682	932,305	-6.2%	Shares	Sole	2021-02-12
2020-09-30	$329,859,688	994,302	-52.9%	Shares	Sole	2020-11-09
2020-06-30	$683,162,398	2,112,046	+102.1%	Shares	Sole	2020-08-13
2020-03-31	$250,802,160	1,045,009	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.