Fideuram Asset Management (Ireland) dac
Position in LRCX — Lam Research Corp
CIK 2109923
DUBLIN 1, L2
Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$67,355,948
+$65,533,001 QoQ
Shares Held
155,438
+1721.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#357
of 3,103 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Fideuram Asset Management (Ireland) dac holds $267,993,034 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
191,103 | $138,167,469 | |
| 2 | LRCX |
Lam Research Corp
This page
|
155,438 | $67,355,948 | |
| 3 | TER |
Teradyne, Inc
|
68,022 | $32,911,764 | |
| 4 | KLAC |
Kla Corp
|
58,534 | $17,660,293 | |
| 5 | Q |
Qnity Electronics, Inc.
|
31,394 | $5,126,954 | |
| 6 | ONTO |
Onto Innovation Inc.
|
8,469 | $3,205,093 | |
| 7 | ENTG |
Entegris Inc
|
11,610 | $2,088,174 | |
| 8 | NVMI |
Nova Ltd.
|
2,721 | $1,477,339 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,355,948 | 155,438 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,822,947 | 8,532 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $10,035,085 | 58,623 | Shares | Other | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||