NLB Skladi, upravljanje premozenja, d.o.o.
Position in LRCX — Lam Research Corp
CIK 2110897
Ljubljana, 2A
Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$53,327,323
+$28,492,767 QoQ
Shares Held
123,064
+5.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#397
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026NLB Skladi, upravljanje premozenja, d.o.o. holds $112,256,576 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
123,064 | $53,327,323 | |
| 2 | AMAT |
Applied Materials Inc /De
|
39,786 | $28,765,278 | |
| 3 | KLAC |
Kla Corp
|
80,810 | $24,381,185 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
37,057 | $3,195,425 | |
| 5 | Q |
Qnity Electronics, Inc.
|
11,748 | $1,918,565 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
5,000 | $668,800 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,327,323 | 123,064 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,834,556 | 116,234 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,945,037 | 116,515 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||