Back to Erste Asset Management GmbH Erste Asset Management GmbH

LRCXLRCX
7 quarters

Position history for Erste Asset Management GmbHErste Asset Management GmbH's holdings in LAM RESEARCH CORP

Yes. Erste Asset Management holds 641,871 shares of LRCX (Lam Research), worth $266.2M, as of its Q2 2026 13F filing. It reduced the position by 228,804 shares (-26.3%) from Q1 2026. Erste Asset Management has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 2.1% of Erste Asset Management's reported 13F portfolio.

Current Value

$266.2M

Current Shares

641,871

Total Value Change

+$178.9M

Total Shares Change

-558,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
641,871
-26.3%
$266.2M2.1%$432.87
0
2026-Q1
Decreased
870,675
-25.3%
$179.8M1.7%$213.28
0
2025-Q4
Increased
1.2M
+24.9%
$202M1.7%$170.67
59
2025-Q3
Decreased
932,922
-35.4%
$122.2M1.2%$133.28
0
2025-Q2
Increased
1.4M
+14.4%
$140.4M1.2%$96.70
54
2025-Q1
Increased
1.3M
+5.1%
$92M1.2%$72.04
50
2024-Q4
New
1.2M
-
$87.3M1.1%$71.36
68

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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