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Varma Mutual Pension Insurance Co

Pension

Position in LRCX — Lam Research Corp

CIK 1698484 Varma, H9

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$87,112,329
+$35,464,298 QoQ
Shares Held
201,030
-16.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#321
of 3,103 holders
Holding Since
Dec 2022
14 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

Varma Mutual Pension Insurance Co holds $269,756,297 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LRCX
Lam Research Corp
This page
201,030 $87,112,329

All Filings in LRCX

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $87,112,329 201,030
2026-03-31 $51,648,031 241,730
2025-12-31 $39,667,541 231,730
2025-09-30 $34,657,337 258,830
2025-06-30 $23,169,840 238,030
2025-03-31 $18,489,791 254,330
2024-12-31 $19,843,747 274,730
2024-06-30 $31,405,621 29,493
2024-03-31 $32,450,438 33,400
2023-12-31 $10,182,380 13,000
2023-09-30 $5,261,734 8,395
2023-06-30 $5,396,809 8,395
2023-03-31 $4,450,357 8,395
2022-12-31 $7,731,418 18,395