BLI - Banque de Luxembourg Investments
Position in LRCX — Lam Research Corp
CIK 2052594
LUXEMBOURG CITY, N4
Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,033,010
+$28,358,770 QoQ
Shares Held
97,000
+51.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#452
of 3,103 holders
Holding Since
Jun 2025
5 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, 2026BLI - Banque de Luxembourg Investments holds $148,378,374 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (28.3% of the industry book) .
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,033,010 | 97,000 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $13,674,240 | 64,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,955,520 | 64,000 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,230,600 | 54,000 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,253,758 | 43,700 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||