Life Cycle Investment Partners Ltd

Position in LRCX — Lam Research Corp

CIK 2072459 LONDON, X0

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$313,864,385

+$286,180,887 QoQ

Shares Held

724,308

+459.0% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#148

of 3,103 holders

Holding Since

Mar 2026

2 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, 2026

Life Cycle Investment Partners Ltd holds $662,781,383 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	724,308	$313,864,385
2	AMAT	Applied Materials Inc /De	326,412	$235,995,876
3	KLAC	Kla Corp	330,520	$99,721,189
4	ASML	Asml Holding NV	6,635	$13,199,933

All Filings in LRCX

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,864,385	724,308	+459.0%	Shares	Sole	2026-08-13
2026-03-31	$27,683,498	129,568	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.