BANQUE PICTET & CIE SA

Position in LRCX — Lam Research Corp

CIK 1535602 GENEVA 73, V8

Position in LRCX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$29,182,175

+$10,883,906 QoQ

Shares Held

67,344

-21.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#521

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BANQUE PICTET & CIE SA holds $71,860,441 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	50,506	$36,515,838
2	LRCX	Lam Research Corp This page	67,344	$29,182,175
3	ASML	Asml Holding NV	2,679	$5,329,709
4	KLAC	Kla Corp	2,760	$832,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,182,175	67,344	-21.4%	Shares	Sole	2026-07-24
2026-03-31	$18,298,269	85,642	-18.3%	Shares	Sole	2026-04-14
2025-12-31	$17,943,258	104,821	-33.1%	Shares	Sole	2026-01-16
2025-09-30	$20,970,614	156,614	-14.2%	Shares	Sole	2025-10-21
2025-06-30	$17,763,187	182,486	-7.4%	Shares	Sole	2025-07-16
2025-03-31	$14,326,116	197,058	+1.2%	Shares	Sole	2025-04-30
2024-12-31	$14,067,153	194,755	+1530.3%	Shares	Sole	2025-01-30
2024-09-30	$9,748,891	11,946	+2.2%	Shares	Sole	2024-10-21
2024-06-30	$12,451,291	11,693	+9.8%	Shares	Sole	2024-07-25
2024-03-31	$10,342,362	10,645	-10.2%	Shares	Sole	2024-05-06
2023-12-31	$9,287,113	11,857	-26.4%	Shares	Sole	2024-02-09
2023-09-30	$10,099,145	16,113	-2.4%	Shares	Sole	2023-11-27
2023-06-30	$10,616,190	16,514	+2.5%	Shares	Sole	2023-08-04
2023-03-31	$8,540,763	16,111	-0.0%	Shares	Sole	2023-05-01
2022-12-31	$6,771,873	16,112	-1.5%	Shares	Sole	2023-02-06
2022-09-30	$5,988,126	16,361	+4.1%	Shares	Sole	2022-11-10
2022-06-30	$6,697,373	15,716	-1.6%	Shares	Sole	2022-08-08
2022-03-31	$8,582,406	15,964	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$11,465,408	15,943	+15.8%	Shares	Sole	2022-02-02
2021-09-30	$7,836,057	13,768	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$8,964,043	13,776	-4.3%	Shares	Sole	2021-08-12
2021-03-31	$8,564,313	14,388	-3.1%	Shares	Sole	2021-05-11
2020-12-31	$7,011,792	14,847	-8.0%	Shares	Sole	2021-02-10
2020-09-30	$5,355,108	16,142	-1.3%	Shares	Sole	2020-11-10
2020-06-30	$5,288,571	16,350	-17.4%	Shares	Sole	2020-08-13
2020-03-31	$4,749,600	19,790	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.