FACTORY MUTUAL INSURANCE CO

Insurance

Position in LRCX — Lam Research Corp

CIK 887818 WALTHAM, MA

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$40,538,021

+$27,846,617 QoQ

Shares Held

93,550

+57.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#461

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FACTORY MUTUAL INSURANCE CO holds $332,107,530 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	593,895	$179,184,060
2	ASML	Asml Holding NV	56,491	$112,385,449
3	LRCX	Lam Research Corp This page	93,550	$40,538,021

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,538,021	93,550	+57.5%	Shares	Sole	2026-07-21
2026-03-31	$12,691,404	59,400	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.