EULAV Asset Management

Position in LRCX — Lam Research Corp

CIK 1540826 SARASOTA, FL

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,049,594

New position

Shares Held

11,653

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,116

of 3,114 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EULAV Asset Management holds $15,851,944 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMKR	Amkor Technology, Inc.	83,963	$7,240,129
2	LRCX	Lam Research Corp This page	11,653	$5,049,594
3	AMAT	Applied Materials Inc /De	4,927	$3,562,221

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,049,594	11,653	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.