APG Asset Management N.V.

Position in LRCX — Lam Research Corp

CIK 1434819 Amsterdam, P7

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$483,791,711

+$305,900,105 QoQ

Shares Held

1,116,451

+34.1% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#107

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, 2026

APG Asset Management N.V. holds $1,426,993,366 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	695,240	$502,658,520
2	LRCX	Lam Research Corp This page	1,116,451	$483,791,711
3	KLAC	Kla Corp	1,169,445	$352,833,250
4	TER	Teradyne, Inc	131,854	$63,796,239
5	Q	Qnity Electronics, Inc.	146,431	$23,913,646

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	$483,791,711	1,116,451	+34.1%	Shares	Defined	2026-08-12
2026-03-31	$177,891,606	832,592	+12.9%	Shares	Defined	2026-05-13
2025-12-31	$126,244,907	737,498	-7.4%	Shares	Defined	2026-02-12
2025-09-30	$106,587,479	796,023	0.0%	Shares	Defined	2025-11-12
2025-06-30	$77,484,878	796,023	+6.6%	Shares	Defined	2025-08-12
2025-03-31	$54,308,281	747,019	-4.4%	Shares	Defined	2025-05-14
2024-12-31	$56,461,035	781,684	+729.7%	Shares	Defined	2025-02-13
2024-06-30	$100,324,842	94,215	-0.2%	Shares	Defined	2024-08-14
2024-03-31	$91,755,070	94,440	-16.4%	Shares	Defined	2024-05-14
2023-12-31	$88,505,246	112,996	-4.0%	Shares	Defined	2024-02-13
2023-09-30	$73,762,680	117,687	-1.1%	Shares	Defined	2023-11-14
2023-06-30	$76,535,054	119,054	-3.1%	Shares	Defined	2023-08-14
2023-03-31	$65,163,410	122,922	-14.7%	Shares	Defined	2023-05-12
2022-12-31	$60,539,171	144,038	+470.5%	Shares	Defined	2023-02-14
2022-09-30	$9,240,036	25,246	-14.0%	Shares	Defined	2022-11-14
2022-06-30	$12,504,093	29,342	+44.5%	Shares	Defined	2022-08-12
2022-03-31	$10,919,396	20,311	-15.4%	Shares	Defined	2022-05-12
2021-12-31	$17,267,510	24,011	-10.1%	Shares	Defined	2022-02-11
2021-09-30	$15,202,565	26,711	-36.7%	Shares	Defined	2021-11-15
2021-06-30	$27,466,697	42,211	+4.7%	Shares	Defined	2021-08-13
2021-03-31	$23,988,172	40,300	-65.2%	Shares	Defined	2021-05-14
2020-12-31	$54,637,860	115,692	-14.0%	Shares	Defined	2021-02-12
2020-09-30	$44,636,299	134,548	-19.2%	Shares	Defined	2020-11-12
2020-06-30	$53,875,821	166,561	-30.9%	Shares	Defined	2020-08-14
2020-03-31	$57,881,520	241,173	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.