Generali Investments, Management Co LLC

Position in LRCX — Lam Research Corp

CIK 2043136 LJUBLJANA, 2A

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,483,414

+$329,294 QoQ

Shares Held

5,731

-43.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,385

of 3,103 holders

Holding Since

Sep 2025

4 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, 2026

Generali Investments, Management Co LLC holds $6,153,395 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	5,731	$2,483,414
2	AMAT	Applied Materials Inc /De	3,223	$2,330,229
3	TER	Teradyne, Inc	2,769	$1,339,752

All Filings in LRCX

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,483,414	5,731	-43.2%	Shares	Sole	2026-07-10
2026-03-31	$2,154,120	10,082	-72.2%	Shares	Sole	2026-04-09
2025-12-31	$6,209,383	36,274	+62.0%	Shares	Sole	2026-01-29
2025-09-30	$2,998,824	22,396	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.