Osmosis Investment Management UK Ltd

Position in LRCX — Lam Research Corp

CIK 1780700 London, X0

Back to LRCX Full portfolio

Position in LRCX

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

Position Value

$17,268,200

+$15,903,554 QoQ

Shares Held

39,850

+523.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#671

of 3,103 holders

Holding Since

Mar 2026

2 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

Osmosis Investment Management UK Ltd holds $59,544,597 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	74,769	$22,558,554
2	AMAT	Applied Materials Inc /De	25,676	$18,563,748
3	LRCX	Lam Research Corp This page	39,850	$17,268,200
4	Q	Qnity Electronics, Inc.	5,073	$828,471
5	TER	Teradyne, Inc	673	$325,624

All Filings in LRCX

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,268,200	39,850	+523.9%	Shares	Sole	2026-08-13
2026-03-31	$1,364,646	6,387	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.