Question 1

How many shares of LRCX does Varma Mutual Pension Insurance Co own?

Accepted Answer

As of 2026-Q1, Varma Mutual Pension Insurance Co holds 241,730 shares of LRCX (LAM RESEARCH CORP).

Question 2

What is Varma Mutual Pension Insurance Co's LRCX position worth?

Accepted Answer

As of 2026-Q1, Varma Mutual Pension Insurance Co's LRCX position is worth $51.6M.

Question 3

Is Varma Mutual Pension Insurance Co buying or selling LRCX?

Accepted Answer

In 2026-Q1, Varma Mutual Pension Insurance Co increased their LRCX position (+4.3% change in shares).

Question 4

When did Varma Mutual Pension Insurance Co first buy LRCX?

Accepted Answer

Based on available 13F filings, Varma Mutual Pension Insurance Co first reported a position in LRCX in 2024-Q2. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	241,730	+4.3%	$51.6M	0.3%	$217.27	37
2025-Q4	Decreased	231,730	-10.5%	$39.7M	0.2%	$173.78	0
2025-Q3	Increased	258,830	+8.7%	$34.7M	0.2%	$130.87	38
2025-Q2	Decreased	238,030	-6.4%	$23.2M	0.2%	$96.85	0
2025-Q1	Decreased	254,330	-7.4%	$18.5M	0.2%	$72.17	0
2024-Q4	New	274,730	—	$19.8M	0.2%	$71.50	47
2024-Q3	Exited	0	-100.0%	$0	0.0%	$81.71	0
2024-Q2	Decreased	29,493	-11.7%	$31.4M	0.3%	$104.88	0