Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$88,509,385
+$57,888,703 QoQ
Shares Held
204,254
+42.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#318
of 3,103 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $237,320,272 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
140,817 | $101,810,691 | |
| 2 | LRCX |
Lam Research Corp
This page
|
204,254 | $88,509,385 | |
| 3 | KLAC |
Kla Corp
|
125,048 | $37,728,231 | |
| 4 | TER |
Teradyne, Inc
|
9,974 | $4,825,819 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
13,383 | $2,535,409 | |
| 6 | ENTG |
Entegris Inc
|
5,793 | $1,041,928 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,320 | $868,809 |
All Filings in LRCX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,509,385 | 204,254 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $30,620,682 | 143,315 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $24,276,575 | 141,819 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $12,095,052 | 90,329 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,749,435 | 192,618 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,622,935 | 132,365 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,878,824 | 136,769 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,423,486 | 13,998 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $15,686,304 | 14,731 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,451,640 | 12,816 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,172,757 | 11,711 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,962,787 | 11,109 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,268,465 | 12,862 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,530,547 | 12,319 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $5,280,648 | 12,564 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,118,422 | 16,717 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,442,708 | 17,465 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,007,117 | 16,754 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $11,860,940 | 16,493 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||