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Equibles

MENORA MIVTACHIM HOLDINGS LTD.

Position in LRCX — Lam Research Corp

CIK 1351917 Ramat Gan, L3
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$99,986,564
-$45,725,282 QoQ
Shares Held
230,740
-66.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#305
of 3,119 holders
Holding Since
Dec 2024
7 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, 2026

MENORA MIVTACHIM HOLDINGS LTD. holds $1,794,098,616 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (5.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVMI
Nova Ltd.
 1,205,933 $654,749,263
2 AMAT
Applied Materials Inc /De
 874,054 $631,941,042
3 CAMT
Camtek Ltd
 2,099,204 $342,422,156
4 LRCX
Lam Research Corp
This page 		230,740 $99,986,564
5 AMBA
Ambarella Inc
 757,571 $64,999,591

All Filings in LRCX

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $99,986,564 230,740
2026-03-31 $145,711,846 681,980
2025-12-31 $181,327,550 1,059,280
2025-09-30 $141,837,592 1,059,280
2025-06-30 $103,110,315 1,059,280
2025-03-31 $77,009,656 1,059,280
2024-12-31 $99,782,133 1,381,450