SBI Okasan Asset Management Co.Ltd.

Position in LRCX — Lam Research Corp

CIK 1535128 TOKYO, M0

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,095,024

+$764,492 QoQ

Shares Held

2,527

+63.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,838

of 3,114 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SBI Okasan Asset Management Co.Ltd. holds $5,480,793 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMBA	Ambarella Inc	16,700	$1,432,860
2	AMAT	Applied Materials Inc /De	1,586	$1,146,678
3	LRCX	Lam Research Corp This page	2,527	$1,095,024
4	KLAC	Kla Corp	3,161	$953,705
5	TER	Teradyne, Inc	1,762	$852,526

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,095,024	2,527	+63.3%	Shares	Sole	2026-07-22
2026-03-31	$330,532	1,547	-21.8%	Shares	Sole	2026-04-28
2025-12-31	$338,594	1,978	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.