13F Insight
DOSSIER · 13F Holders · Q2 2026
LRCXEUR

LAM RESEARCH CORP

34 institutions still hold LAM RESEARCH CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 512807108·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$468M
visible holders
Holders
34
filers reporting
Concentration
30.70%
Mediolanum International Funds Ltd #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported LRCXEUR in Q2 2026. Mediolanum International Funds Ltd leads at 30.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Mediolanum International Funds Ltd
CIK 0002022028
$144M350K1.23%Q2 202602
Cardano Risk Management B.V.
CIK 0001619124
$116M6.8M1.17%Q4 202503
Covington Investment Advisors Inc.
CIK 0001569036
$30M142K4.44%Q1 202604
CULLINAN ASSOCIATES INC
CIK 0001161670
$28M65K2.11%Q2 202605
Harvest Fund Management Co., Ltd
CIK 0001694126
$27M156K1.01%Q4 202506
MARCO INVESTMENT MANAGEMENT LLC
CIK 0001080493
$22M50K1.43%Q2 202607
VESTOR CAPITAL, LLC
CIK 0001132699
$13M60K0.93%Q1 202608
KKM Financial LLC
CIK 0002001943
$12M41K1.64%Q2 202609
Rheos Capital Works Inc.
CIK 0001735445
$10M48K0.68%Q1 202610
BERKSHIRE CAPITAL HOLDINGS INC
CIK 0001133742
$9M21K1.98%Q2 202611
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
CIK 0001028074
$9M20K3.01%Q2 202612
DARA CAPITAL US, INC.
CIK 0001891892
$8M19K5.67%Q2 202613
Joseph Group Capital Management
CIK 0001910383
$8M18K1.67%Q2 202614
Savoie Capital LLC
CIK 0002001471
$7M74K0.90%Q2 202515
Cohen Klingenstein LLC
CIK 0001453620
$6M15K0.19%Q2 202616
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
CIK 0002019084
$5M12K1.49%Q2 202617
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$5M12K0.06%Q2 202618
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M53K0.02%Q1 202519
Ironwood Investment Counsel, LLC
CIK 0001330463
$2M6K0.32%Q2 202620
Berbice Capital Management LLC
CIK 0002051605
$2M5K1.19%Q2 2026
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