Siemens Fonds Invest GmbH

Position in LRCX — Lam Research Corp

CIK 1856637 MUNICH, 2M

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,855,990

+$11,355,741 QoQ

Shares Held

52,745

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#580

of 3,103 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Siemens Fonds Invest GmbH holds $62,374,041 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	52,745	$22,855,990
2	AMAT	Applied Materials Inc /De	29,781	$21,531,663
3	KLAC	Kla Corp	52,175	$15,741,719
4	TER	Teradyne, Inc	2,819	$1,363,944
5	Q	Qnity Electronics, Inc.	3,035	$495,645
6	ENTG	Entegris Inc	2,141	$385,080

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,855,990	52,745	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$11,500,249	53,825	-4.1%	Shares	Sole	2026-05-15
2025-12-31	$9,607,477	56,125	-7.9%	Shares	Sole	2026-02-17
2025-09-30	$8,156,518	60,915	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$6,086,572	62,529	+4.0%	Shares	Sole	2025-08-14
2025-03-31	$4,371,087	60,125	+835.9%	Shares	Sole	2025-05-15
2024-09-30	$5,242,497	6,424	-2.6%	Shares	Sole	2024-11-14
2024-06-30	$7,025,880	6,598	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$6,356,982	6,543	+7.5%	Shares	Sole	2024-05-15
2023-12-31	$4,768,486	6,088	+9.8%	Shares	Sole	2024-02-14
2023-09-30	$3,476,066	5,546	-17.9%	Shares	Sole	2023-11-14
2023-06-30	$4,342,519	6,755	0.0%	Shares	Sole	2023-08-14
2023-03-31	$3,580,960	6,755	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$2,851,315	6,784	-4.4%	Shares	Sole	2023-02-14
2022-09-30	$2,596,404	7,094	-3.1%	Shares	Sole	2022-11-14
2022-06-30	$3,119,844	7,321	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$4,015,946	7,470	-0.5%	Shares	Sole	2022-05-16
2021-12-31	$5,397,939	7,506	+14.9%	Shares	Sole	2022-02-14
2021-09-30	$3,718,256	6,533	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.