Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,782,852
+$32,189,447 QoQ
Shares Held
94,115
+134.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#458
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026TRIGLAV INVESTMENTS, D.O.O. holds $78,587,051 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
94,115 | $40,782,852 | |
| 2 | AMAT |
Applied Materials Inc /De
|
27,111 | $19,601,253 | |
| 3 | KLAC |
Kla Corp
|
52,100 | $15,719,091 | |
| 4 | TER |
Teradyne, Inc
|
1,184 | $572,866 | |
| 5 | FORM |
Formfactor Inc
|
3,460 | $553,357 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,300 | $538,923 | |
| 7 | ACMR |
ACM Research, Inc.
|
2,764 | $350,723 | |
| 8 | ONTO |
Onto Innovation Inc.
|
700 | $264,915 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,782,852 | 94,115 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,593,405 | 40,220 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $855,900 | 5,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $669,500 | 5,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $486,700 | 5,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $363,500 | 5,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,065,392 | 14,750 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||