Generali Asset Management SPA SGR

Position in LRCX — Lam Research Corp

CIK 2046751 TRIESTE, L6

Position in LRCX

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

Position Value

$50,087,314

+$26,760,770 QoQ

Shares Held

115,587

+5.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#411

of 3,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Technology · as of Jun 30, 2026

Generali Asset Management SPA SGR holds $125,159,853 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	74,898	$54,151,254
2	LRCX	Lam Research Corp This page	115,587	$50,087,314
3	KLAC	Kla Corp	64,399	$19,429,822
4	TER	Teradyne, Inc	3,011	$1,456,842
5	Q	Qnity Electronics, Inc.	212	$34,621

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,087,314	115,587	+5.9%	Shares	Sole	2026-07-30
2026-03-31	$23,326,544	109,176	-5.4%	Shares	Sole	2026-05-05
2025-12-31	$19,756,226	115,412	-11.7%	Shares	Sole	2026-02-03
2025-09-30	$17,503,541	130,721	+14.3%	Shares	Sole	2025-10-21
2025-06-30	$11,132,678	114,369	-29.6%	Shares	Sole	2025-07-28
2025-03-31	$11,814,040	162,504	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$11,802,093	163,396	—	Shares	Sole	2025-05-29
No filing history on record for this holder in this stock.