Question 1

Does Menora Mivtachim Holdings own LRCX stock?

Accepted Answer

No. Menora Mivtachim Holdings exited its LRCX (Lam Research) position in Q2 2025. Its Q1 2025 13F listed 1,059,280 shares worth $77M.

Question 2

How many shares of LRCX does Menora Mivtachim Holdings own?

Accepted Answer

None since Q2 2025, when Menora Mivtachim Holdings exited the position. Its Q1 2025 13F listed 1,059,280 shares worth $77M.

Question 3

What is Menora Mivtachim Holdings' LRCX position worth?

Accepted Answer

Menora Mivtachim Holdings' LRCX position was worth $77M in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is Menora Mivtachim Holdings buying or selling LRCX?

Accepted Answer

In Q2 2025, Menora Mivtachim Holdings exited its entire LRCX position.

Question 5

When did Menora Mivtachim Holdings first buy LRCX?

Accepted Answer

Menora Mivtachim Holdings first reported LRCX in its Q4 2024 13F and listed it in 2 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$96.70	0
2025-Q1	Decreased	1.1M	-23.3%	$77M	0.5%	$72.04	0
2024-Q4	New	1.4M	—	$99.8M	0.6%	$71.36	58