ASAHI LIFE ASSET MANAGEMENT CO., LTD.

Position in LRCX — Lam Research Corp

CIK 1564835 TOKYO, M0

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,270,090

+$982,290 QoQ

Shares Held

2,931

+117.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,755

of 3,118 holders

Holding Since

Jun 2022

4 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

ASAHI LIFE ASSET MANAGEMENT CO., LTD. holds $3,413,792 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,931	$1,270,090
2	KLAC	Kla Corp	3,593	$1,084,044
3	AMAT	Applied Materials Inc /De	771	$557,433
4	TER	Teradyne, Inc	1,038	$502,225

All Filings in LRCX

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,090	2,931	+117.6%	Shares	Sole	2026-08-11
2026-03-31	$287,800	1,347	+92.4%	Shares	Sole	2026-04-27
2024-09-30	$571,256	700	+42.9%	Shares	Sole	2024-10-24
2022-06-30	$208,813	490	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.