Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,581,718
+$23,593,755 QoQ
Shares Held
84,420
+38.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#478
of 3,103 holders
Holding Since
Dec 2022
15 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, 2026LBP AM SA holds $214,984,046 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (17.0% of the industry book) .
All Filings in LRCX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,581,718 | 84,420 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $12,987,963 | 60,788 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,573,345 | 44,242 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $3,265,821 | 24,390 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,261,889 | 23,237 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $556,882 | 7,660 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,355,179 | 60,296 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $901,523 | 6,214 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,964,648 | 1,845 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,863,471 | 1,918 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,823,200 | 9,988 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,245,763 | 9,965 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,120,670 | 9,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,312,281 | 15,680 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,705,466 | 15,954 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||