PKO Investment Management Joint-Stock Co
Position in LRCX — Lam Research Corp
CIK 2059321
WARSAW, R9
Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,549,865
+$8,789,805 QoQ
Shares Held
40,500
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#663
of 3,103 holders
Holding Since
Mar 2024
10 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, 2026PKO Investment Management Joint-Stock Co holds $51,438,885 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.1% of the industry book) .
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,549,865 | 40,500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,760,060 | 41,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,847,200 | 40,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,347,500 | 25,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,433,500 | 25,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,246,892 | 85,927 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,223,000 | 100,000 | Shares | Sole | 2025-03-13 | |
| 2024-09-30 | $4,896,480 | 6,000 | Shares | Sole | 2025-03-13 | |
| 2024-06-30 | $2,342,670 | 2,200 | Shares | Sole | 2025-03-13 | |
| 2024-03-31 | $3,934,858 | 4,050 | Shares | Sole | 2025-03-13 | |
| No filing history on record for this holder in this stock. | ||||||