Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$271,342,579
+$146,932,635 QoQ
Shares Held
626,180
+7.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#170
of 3,114 holders
Holding Since
Dec 2024
7 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, 2026KLP KAPITALFORVALTNING AS holds $857,374,979 across 21 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
391,701 | $283,199,823 | |
| 2 | LRCX |
Lam Research Corp
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|
626,180 | $271,342,579 | |
| 3 | KLAC |
Kla Corp
|
716,470 | $216,166,163 | |
| 4 | TER |
Teradyne, Inc
|
83,040 | $40,178,073 | |
| 5 | Q |
Qnity Electronics, Inc.
|
83,537 | $13,642,427 | |
| 6 | ENTG |
Entegris Inc
|
62,200 | $11,187,292 | |
| 7 | ONTO |
Onto Innovation Inc.
|
11,625 | $4,399,481 | |
| 8 | FORM |
Formfactor Inc
|
17,700 | $2,830,761 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,342,579 | 626,180 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $124,409,944 | 582,280 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $109,329,242 | 638,680 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $87,259,952 | 651,680 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $65,517,607 | 673,080 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $47,784,256 | 657,280 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $46,081,295 | 637,980 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||