Lansforsakringar Fondforvaltning AB (publ)
Position in LRCX — Lam Research Corp
CIK 2059323
Stockholm, V7
Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$174,008,428
+$83,524,273 QoQ
Shares Held
401,561
-5.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#219
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, 2026Lansforsakringar Fondforvaltning AB (publ) holds $512,464,695 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
248,153 | $179,414,619 | |
| 2 | LRCX |
Lam Research Corp
This page
|
401,561 | $174,008,428 | |
| 3 | KLAC |
Kla Corp
|
400,143 | $120,727,144 | |
| 4 | TER |
Teradyne, Inc
|
43,137 | $20,871,406 | |
| 5 | Q |
Qnity Electronics, Inc.
|
46,995 | $7,674,753 | |
| 6 | ENTG |
Entegris Inc
|
34,140 | $6,140,420 | |
| 7 | NVMI |
Nova Ltd.
|
6,682 | $3,627,925 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,008,428 | 401,561 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $90,484,155 | 423,496 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $69,980,780 | 408,814 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $54,837,673 | 409,542 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,563,382 | 396,172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,110,220 | 427,926 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,545,874 | 436,742 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||