Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$157,664,087
+$51,551,344 QoQ
Shares Held
363,843
-26.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#241
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026Mn Services Vermogensbeheer B.V. holds $479,818,267 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
231,212 | $167,166,276 | |
| 2 | LRCX |
Lam Research Corp
This page
|
363,843 | $157,664,087 | |
| 3 | KLAC |
Kla Corp
|
381,390 | $115,069,176 | |
| 4 | TER |
Teradyne, Inc
|
45,619 | $22,072,296 | |
| 5 | Q |
Qnity Electronics, Inc.
|
61,000 | $9,961,910 | |
| 6 | ENTG |
Entegris Inc
|
43,837 | $7,884,522 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,664,087 | 363,843 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $106,112,743 | 496,643 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $85,100,938 | 497,143 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $65,335,166 | 487,940 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $46,950,975 | 482,340 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $35,487,778 | 488,140 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $37,728,618 | 522,340 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $41,607,022 | 50,984 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $55,461,647 | 52,084 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $51,769,135 | 53,284 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,881,129 | 63,684 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $41,356,791 | 65,984 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $41,325,612 | 64,284 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,993,894 | 69,784 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $27,985,255 | 66,584 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $28,395,744 | 77,584 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $35,065,326 | 82,284 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $55,096,423 | 102,484 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $78,447,758 | 109,084 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $60,946,858 | 107,084 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $68,182,948 | 104,784 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $60,537,457 | 128,184 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $41,861,542 | 126,184 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $40,103,864 | 123,984 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $31,172,160 | 129,884 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||