TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Position in LRCX — Lam Research Corp
CIK 2071170
WARSAW, R9
Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,023,092
+$574,406 QoQ
Shares Held
2,361
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,875
of 3,114 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $3,137,875 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,435 | $1,037,505 | |
| 2 | LRCX |
Lam Research Corp
This page
|
2,361 | $1,023,092 | |
| 3 | KLAC |
Kla Corp
|
2,600 | $784,446 | |
| 4 | TER |
Teradyne, Inc
|
375 | $181,440 | |
| 5 | Q |
Qnity Electronics, Inc.
|
286 | $46,706 | |
| 6 | VECO |
Veeco Instruments Inc
|
450 | $34,110 | |
| 7 | ENTG |
Entegris Inc
|
170 | $30,576 |
All Filings in LRCX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,092 | 2,361 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $448,686 | 2,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $423,670 | 2,475 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $329,394 | 2,460 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,951 | 2,650 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $178,115 | 2,450 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $176,963 | 2,450 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $175,457 | 215 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $202,321 | 190 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $165,166 | 170 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $133,154 | 170 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $34,149 | 60 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $39,042 | 60 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $35,714 | 60 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $28,336 | 60 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||