Alamea Verwaltungs GmbH

Position in LRCX — Lam Research Corp

CIK 1727645 Edison, NJ

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$566,795

New position

Shares Held

1,308

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,208

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Alamea Verwaltungs GmbH holds $2,832,310 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,129	$816,267
2	KLAC	Kla Corp	2,700	$814,617
3	ASML	Asml Holding NV	319	$634,631
4	LRCX	Lam Research Corp This page	1,308	$566,795

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,795	1,308	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.