Universal- Beteiligungs- und Servicegesellschaft mbH
Position in LRCX — Lam Research Corp
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$586,476,621
+$281,107,126 QoQ
Shares Held
1,353,418
-5.3% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#93
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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $1,760,852,040 across 21 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
874,439 | $632,219,397 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,353,418 | $586,476,621 | |
| 3 | KLAC |
Kla Corp
|
1,300,944 | $392,507,814 | |
| 4 | TER |
Teradyne, Inc
|
105,367 | $50,980,769 | |
| 5 | ONTO |
Onto Innovation Inc.
|
57,475 | $21,751,413 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
133,205 | $18,993,700 | |
| 7 | Q |
Qnity Electronics, Inc.
|
102,325 | $16,710,695 | |
| 8 | ENTG |
Entegris Inc
|
74,457 | $13,391,836 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,476,621 | 1,353,418 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $305,369,495 | 1,429,231 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $256,610,631 | 1,499,069 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $212,325,631 | 1,585,703 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $187,958,186 | 1,930,945 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $125,879,831 | 1,731,497 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $99,707,592 | 1,380,418 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||