Andra AP-fonden

Position in LRCX — Lam Research Corp

CIK 1535452 GOTEBORG, V7

Position in LRCX

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$38,189,374

-$41,032,730 QoQ

Shares Held

178,739

-61.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Andra AP-fonden holds $105,158,205 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	178,739	$38,189,374
2	AMAT	Applied Materials Inc /De	93,889	$32,090,321
3	KLAC	Kla Corp	127,680	$18,799,730
4	TER	Teradyne, Inc	53,880	$15,973,264
5	ENTG	Entegris Inc	900	$105,516

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,189,374	178,739	-61.4%	Shares	Sole	2026-05-08
2025-12-31	$79,222,104	462,800	-63.5%	Shares	Sole	2026-02-12
2025-09-30	$169,717,580	1,267,495	+90.9%	Shares	Sole	2025-11-12
2025-06-30	$64,633,273	663,995	+15.2%	Shares	Sole	2025-08-06
2025-03-31	$41,911,186	576,495	-9.0%	Shares	Sole	2025-05-13
2024-12-31	$45,750,482	633,400	+2154.1%	Shares	Sole	2025-02-07
2024-06-30	$29,922,285	28,100	+19.6%	Shares	Sole	2024-08-07
2024-03-31	$22,831,895	23,500	+15.2%	Shares	Sole	2024-05-13
2023-06-30	$13,114,344	20,400	-3.3%	Shares	Sole	2023-08-09
2023-03-31	$11,185,532	21,100	+14.7%	Shares	Sole	2023-05-12
2022-12-31	$7,733,520	18,400	+5.1%	Shares	Sole	2023-02-13
2022-09-30	$6,405,000	17,500	+22.4%	Shares	Sole	2022-11-14
2022-06-30	$6,093,945	14,300	+81.0%	Shares	Sole	2022-08-15
2021-12-31	$5,681,285	7,900	-21.0%	Shares	Sole	2022-02-15
2021-09-30	$5,691,500	10,000	-2.0%	Shares	Sole	2021-11-12
2021-06-30	$6,637,140	10,200	-47.2%	Shares	Sole	2021-08-16
2021-03-31	$11,488,132	19,300	+16.3%	Shares	Sole	2021-05-17
2020-12-31	$7,839,682	16,600	-21.3%	Shares	Sole	2021-02-12
2020-09-30	$6,999,925	21,100	-16.3%	Shares	Sole	2020-11-12
2020-06-30	$8,151,192	25,200	-2.7%	Shares	Sole	2020-08-06
2020-03-31	$6,216,000	25,900	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.