Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$413,474,385
+$187,884,466 QoQ
Shares Held
954,179
-9.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#120
of 3,103 holders
Holding Since
Mar 2024
10 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, 2026DANSKE BANK A/S holds $1,172,303,329 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
954,179 | $413,474,385 | |
| 2 | AMAT |
Applied Materials Inc /De
|
497,094 | $359,398,962 | |
| 3 | KLAC |
Kla Corp
|
1,082,108 | $326,482,804 | |
| 4 | TER |
Teradyne, Inc
|
86,720 | $41,958,604 | |
| 5 | Q |
Qnity Electronics, Inc.
|
120,789 | $19,726,051 | |
| 6 | ENTG |
Entegris Inc
|
62,300 | $11,205,278 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
100 | $14,259 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
100 | $13,376 |
All Filings in LRCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,474,385 | 954,179 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $225,589,919 | 1,055,836 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $204,510,285 | 1,194,709 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $168,657,225 | 1,259,576 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $129,659,410 | 1,332,026 | Shares | Sole | 2025-12-18 | |
| 2025-03-31 | $69,302,074 | 953,261 | Shares | Sole | 2025-12-18 | |
| 2024-12-31 | $67,907,466 | 940,156 | Shares | Sole | 2026-03-18 | |
| 2024-09-30 | $82,137,635 | 100,649 | Shares | Sole | 2026-03-18 | |
| 2024-06-30 | $82,736,714 | 77,698 | Shares | Sole | 2026-03-18 | |
| 2024-03-31 | $96,849,011 | 99,683 | Shares | Sole | 2026-03-18 | |
| No filing history on record for this holder in this stock. | ||||||