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ManagedFunds.nz
LR

Direct holding

Which NZ managed funds hold Lam Research?

36 funds hold Lam Research directly, across 12 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold Lam Research indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

FundManager% of fund
BetaShares Global Quality Leaders FundBetaShares2.10%
Pie Global Growth Fund 2Pie Funds1.73%
Clarity Global Shares FundClarity1.39%
Pathfinder Global Responsibility FundPathfinder1.07%
Kernel Global ESG FundKernel0.880%
Generate Focused Growth Managed FundGGenerate0.780%
Pathfinder Ethical Growth FundPathfinder0.570%
Kernel S&P 500 (Unhedged) FundKernel0.480%
Kernel S&P 500 (NZD Hedged) FundKernel0.480%
Simplicity Hedged Global Share FundSimplicity0.430%
Simplicity Unhedged Global Share FundSimplicity0.430%
Simplicity High Growth Investment FundSimplicity0.310%
Harbour T. Rowe Price Global Equity Fund (Hedged)Harbour0.260%
Harbour T. Rowe Price Global Equity FundHarbour0.250%
Simplicity Growth Investment FundSimplicity0.250%
Harbour Balanced Growth FundHarbour0.190%
Fisher Funds Global FundFisher Funds0.190%
Simplicity Balanced Investment FundSimplicity0.190%
Summer Global EquitiesSummer0.160%
Booster Shielded Growth FundBooster0.140%
Fisher Funds Growth FundFisher Funds0.100%
Summer Growth SelectionSummer0.070%
Simplicity Conservative Investment FundSimplicity0.060%
Kernel High Growth FundKernel0.060%
Octagon Balanced FundOctagon0.050%
Summer Balanced SelectionSummer0.050%
Kernel Balanced FundKernel0.030%
Fisher Funds Conservative FundFisher Funds0.020%
Summer Conservative SelectionSummer0.020%
Harbour Income FundHarbour0.000%
Booster Wealth Moderate FundBooster0.000%
Booster Wealth Balanced FundBooster0.000%
Booster Wealth Growth FundBooster0.000%
Booster Socially Responsible Balanced FundBooster0.000%
Booster Socially Responsible Growth FundBooster0.000%
Booster Socially Responsible High Growth FundBooster0.000%

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Lam Research — shown so you can check the grouping rather than take it on trust.

  • LAM RESEARCH CORP
  • LAM RESEARCH CORPORATION
  • Lam Research
  • Lam Research Corp
  • Lam Research Corporation
  • Lam Research Ord

← All holdings