Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$278,141,959
+$92,113,539 QoQ
Shares Held
641,871
-26.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#163
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Erste Asset Management GmbH holds $695,703,174 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
641,871 | $278,141,959 | |
| 2 | KLAC |
Kla Corp
|
731,834 | $220,801,635 | |
| 3 | AMAT |
Applied Materials Inc /De
|
247,188 | $178,716,924 | |
| 4 | Q |
Qnity Electronics, Inc.
|
105,637 | $17,251,578 | |
| 5 | TER |
Teradyne, Inc
|
1,635 | $791,078 | |
| 6 | PLAB |
Photronics Inc
|
0 | $0 | |
| 7 | ENTG |
Entegris Inc
|
0 | $0 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
0 | $0 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,141,959 | 641,871 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $186,028,420 | 870,675 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $199,404,500 | 1,164,882 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $124,918,255 | 932,922 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $140,531,022 | 1,443,713 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $91,774,735 | 1,262,376 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $86,723,238 | 1,200,654 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $95,672,322 | 117,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $121,323,684 | 113,935 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $113,208,307 | 116,521 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $91,468,319 | 116,779 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $68,383,740 | 109,105 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $59,237,620 | 92,147 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $47,502,462 | 89,607 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $36,252,135 | 86,253 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $30,112,284 | 82,274 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $32,948,213 | 77,316 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $38,347,183 | 71,329 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $46,951,146 | 65,287 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $34,824,011 | 61,186 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $32,201,190 | 49,487 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $25,740,558 | 43,244 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $19,105,682 | 40,455 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $14,116,626 | 42,552 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $9,209,229 | 28,471 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $1,070,160 | 4,459 | Shares | Sole | 2024-11-22 | |
| No filing history on record for this holder in this stock. | ||||||