Question 1

How many shares of LRCX does Lansforsakringar Fondforvaltning AB (publ) own?

Accepted Answer

As of 2026-Q2, Lansforsakringar Fondforvaltning AB (publ) holds 401,561 shares of LRCX (LAM RESEARCH CORP).

Question 2

What is Lansforsakringar Fondforvaltning AB (publ)'s LRCX position worth?

Accepted Answer

As of 2026-Q2, Lansforsakringar Fondforvaltning AB (publ)'s LRCX position is worth $174M.

Question 3

Is Lansforsakringar Fondforvaltning AB (publ) buying or selling LRCX?

Accepted Answer

In 2026-Q2, Lansforsakringar Fondforvaltning AB (publ) decreased their LRCX position (-5.2% change in shares).

Question 4

When did Lansforsakringar Fondforvaltning AB (publ) first buy LRCX?

Accepted Answer

Based on available 13F filings, Lansforsakringar Fondforvaltning AB (publ) first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	401,561	-5.2%	$174M	0.8%	$433.33	0
2026-Q1	Increased	423,496	+3.6%	$90.5M	0.5%	$217.27	37
2025-Q4	Decreased	408,814	-0.2%	$70M	0.3%	$173.78	0
2025-Q3	Increased	409,542	+3.4%	$54.8M	0.3%	$130.87	36
2025-Q2	Decreased	396,172	-7.4%	$38.6M	0.2%	$96.85	0
2025-Q1	Decreased	427,926	-2.0%	$31.1M	0.2%	$72.17	0
2024-Q4	New	436,742	—	$31.5M	0.1%	$71.50	48