Tredje AP-fonden

Position in LRCX — Lam Research Corp

CIK 1650290 SE-111 91 STOCKHOLM, V7

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$180,794,809

+$92,250,687 QoQ

Shares Held

417,222

+0.7% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#215

of 3,103 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tredje AP-fonden holds $541,426,002 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	278,914	$201,654,822
2	LRCX	Lam Research Corp This page	417,222	$180,794,809
3	KLAC	Kla Corp	425,000	$128,226,750
4	TER	Teradyne, Inc	45,349	$21,941,660
5	Q	Qnity Electronics, Inc.	53,934	$8,807,961

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,794,809	417,222	+0.7%	Shares	Sole	2026-08-10
2026-03-31	$88,544,122	414,416	+50.9%	Shares	Sole	2026-05-12
2025-12-31	$47,017,839	274,669	+287.0%	Shares	Sole	2026-02-06
2025-09-30	$9,504,355	70,981	+1410.9%	Shares	Sole	2025-11-10
2022-09-30	$1,719,468	4,698	-77.6%	Shares	Sole	2022-11-10
2022-06-30	$8,932,104	20,960	0.0%	Shares	Sole	2022-08-11
2022-03-31	$11,268,305	20,960	0.0%	Shares	Sole	2022-05-09
2021-12-31	$15,073,384	20,960	-14.1%	Shares	Sole	2022-02-10
2021-09-30	$13,883,275	24,393	-38.1%	Shares	Sole	2021-11-10
2021-06-30	$25,633,025	39,393	-33.7%	Shares	Sole	2021-08-06
2021-03-31	$35,353,089	59,393	+50.8%	Shares	Sole	2021-05-10
2020-12-31	$18,604,132	39,393	0.0%	Shares	Sole	2021-02-12
2020-09-30	$13,068,627	39,393	0.0%	Shares	Sole	2020-11-10
2020-06-30	$12,742,059	39,393	+75.9%	Shares	Sole	2020-08-11
2020-03-31	$5,374,320	22,393	—	Shares	Sole	2020-05-28
No filing history on record for this holder in this stock.