Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$209,378,556
+$115,367,729 QoQ
Shares Held
483,185
+9.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#205
of 3,103 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026DJE Kapital AG holds $426,062,784 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (49.1% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,378,556 | 483,185 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $94,010,827 | 440,002 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $173,391,260 | 1,294,931 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $126,048,583 | 1,294,931 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $26,272,689 | 361,385 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,099,440 | 195,202 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||