Position in LRCX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$51,189,705
+$20,610,687 QoQ
Shares Held
118,131
-17.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#405
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Kepler Cheuvreux (Suisse) SA holds $122,017,826 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.0% of the industry book) .
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,189,705 | 118,131 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $30,579,018 | 143,120 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $28,544,607 | 166,752 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,536,636 | 11,476 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||