PFA Pension, Forsikringsaktieselskab

Pension

Position in LRCX — Lam Research Corp

CIK 1730073 COPENHAGEN, G7

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Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$401,350,246

+$191,525,443 QoQ

Shares Held

926,200

-5.7% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#124

of 3,103 holders

Holding Since

Dec 2025

3 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

PFA Pension, Forsikringsaktieselskab holds $1,181,272,643 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	561,108	$405,681,084
2	LRCX	Lam Research Corp This page	926,200	$401,350,246
3	KLAC	Kla Corp	943,968	$284,804,585
4	TER	Teradyne, Inc	110,347	$53,390,292
5	Q	Qnity Electronics, Inc.	220,724	$36,046,436

All Filings in LRCX

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,350,246	926,200	-5.7%	Shares	Sole	2026-08-12
2026-03-31	$209,824,803	982,050	-1.2%	Shares	Sole	2026-04-28
2025-12-31	$170,145,216	993,955	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.