Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,981,000
+$2,206,129 QoQ
Shares Held
9,187
+10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,203
of 3,103 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LGT Group Foundation holds $95,060,688 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
74,974 | $54,206,202 | |
| 2 | KLAC |
Kla Corp
|
69,592 | $20,996,599 | |
| 3 | ASML |
Asml Holding NV
|
7,748 | $15,414,180 | |
| 4 | LRCX |
Lam Research Corp
This page
|
9,187 | $3,981,000 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,500 | $244,965 | |
| 6 | ACMR |
ACM Research, Inc.
|
1,716 | $217,742 |
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,981,000 | 9,187 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,774,871 | 8,307 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,359,372 | 13,783 | Shares | Defined | 2026-02-05 | |
| 2021-12-31 | $238,037 | 331 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||