Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$372,246,069
+$146,942,668 QoQ
Shares Held
859,036
-18.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#131
of 3,115 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $417,998,740 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
859,036 | $372,246,069 | |
| 2 | ASML |
Asml Holding NV
|
15,427 | $30,691,089 | |
| 3 | AEHR |
Aehr Test Systems
|
66,157 | $6,355,041 | |
| 4 | AXTI |
Axt Inc
|
52,707 | $3,799,120 | |
| 5 | VECO |
Veeco Instruments Inc
|
48,314 | $3,662,201 | |
| 6 | CAMT |
Camtek Ltd
|
4,113 | $670,912 | |
| 7 | FORM |
Formfactor Inc
|
3,591 | $574,308 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,246,069 | 859,036 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $225,303,401 | 1,054,495 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||