Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,589,613
New position
Shares Held
515,980
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#196
of 3,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 64%
Shared 0%
None 36%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Nykredit A/S holds $693,459,653 across 20 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
326,170 | $235,820,910 | |
| 2 | LRCX |
Lam Research Corp
This page
|
515,980 | $223,589,613 | |
| 3 | KLAC |
Kla Corp
|
587,933 | $177,385,265 | |
| 4 | TER |
Teradyne, Inc
|
75,448 | $36,504,760 | |
| 5 | ENTG |
Entegris Inc
|
47,897 | $8,614,754 | |
| 6 | Q |
Qnity Electronics, Inc.
|
52,714 | $8,608,723 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,829 | $692,185 | |
| 8 | FORM |
Formfactor Inc
|
3,129 | $500,420 |
All Filings in LRCX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,589,613 | 515,980 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||