SEC 13F Intelligence

Sava Infond D.o.o. / LRCX

Sava Infond D.o.o.’s Lam Research Corp Position

Does Sava Infond D.o.o. own Lam Research Corp (LRCX)? Yes — 111.7K shares worth $48M (+3.43% of its 13F portfolio) as of Q2 2026, up from 61.6K shares the prior filed quarter.

Position Value
$48M
Q2 2026
Shares
111.7K
% of Portfolio
+3.43%
Quarters Held
7
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $13MQ1 ’26Q2 ’26: $48MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026111.7K$48M+3.43%
Q1 202661.6K$13M+1.87%
Q4 202572.8K$12M+1.68%
Q3 202579.7K$11M+1.51%
Q2 202575.3K$7M+1.14%
Q1 202573.0K$5M+1.01%
Q4 202461.2K$4M+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sava Infond D.o.o.’s full portfolio or all institutional holders of LRCX.