Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$299,315,764
+$68,135,644 QoQ
Shares Held
690,734
-36.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#14
of 1,423 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Eurizon Capital SGR S.p.A. holds $946,800,893 across 11 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,439,172 | $434,212,584 | |
| 2 | LRCX |
Lam Research Corp
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|
690,734 | $299,315,764 | |
| 3 | AMAT |
Applied Materials Inc /De
|
264,778 | $191,434,494 | |
| 4 | Q |
Qnity Electronics, Inc.
|
60,405 | $9,864,740 | |
| 5 | TER |
Teradyne, Inc
|
18,763 | $9,078,289 | |
| 6 | ENTG |
Entegris Inc
|
14,531 | $2,613,545 | |
| 7 | ONTO |
Onto Innovation Inc.
|
443 | $167,653 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
385 | $51,497 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,315,764 | 690,734 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $231,180,120 | 1,082,000 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $222,619,590 | 1,300,500 | Shares | Other | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||