LAM RESEARCH ORD - US5128073
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CINCINNATI INSURANCE CO | History | Reduced | 1,483,770 | 642,962 | 9.26% | 6.57% | 1 | -551,000 | -27.08% | Q2 2026 | Aug 06, 2026 |
| Cincinnati Specialty Underwriters Insurance CO | History | No change | 27,830 | 12,059 | 2.69% | 1.44% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CINCINNATI FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.64% | — | -148,000 | -100.0% | Q2 2026 | Aug 06, 2026 |