Generali Investments CEE, investicni spolecnost, a.s.

Position in LRCX — Lam Research Corp

CIK 2047540 PRAGUE, 2N

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,317,756

+$502,857 QoQ

Shares Held

3,041

-20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,738

of 3,119 holders

Holding Since

Mar 2026

2 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 CEE, investicni spolecnost, a.s. holds $3,441,179 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,910	$1,380,930
2	LRCX	Lam Research Corp This page	3,041	$1,317,756
3	KLAC	Kla Corp	2,350	$709,018
4	DQ	Daqo New Energy Corp.	2,500	$33,475

All Filings in LRCX

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,317,756	3,041	-20.3%	Shares	Sole	2026-07-13
2026-03-31	$814,899	3,814	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.