AG2R LA MONDIALE GESTION D'ACTIFS

Position in LRCX — Lam Research Corp

CIK 2047606 PARIS, I0

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$23,744,317

+$12,937,608 QoQ

Shares Held

54,795

+8.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#570

of 3,103 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

AG2R LA MONDIALE GESTION D'ACTIFS holds $71,321,357 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	34,826	$25,179,198
2	LRCX	Lam Research Corp This page	54,795	$23,744,317
3	KLAC	Kla Corp	57,450	$17,333,239
4	TER	Teradyne, Inc	7,047	$3,409,620
5	Q	Qnity Electronics, Inc.	10,134	$1,654,983

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,744,317	54,795	+8.3%	Shares	Sole	2026-07-23
2026-03-31	$10,806,709	50,579	+0.8%	Shares	Sole	2026-05-12
2025-12-31	$8,593,064	50,199	+4.6%	Shares	Sole	2026-02-04
2025-09-30	$6,423,450	47,972	0.0%	Shares	Sole	2025-11-13
2025-06-30	$4,669,594	47,972	0.0%	Shares	Sole	2025-07-31
2025-03-31	$3,487,564	47,972	—	Shares	Sole	2025-06-26
No filing history on record for this holder in this stock.