Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,497,150
+$15,309,699 QoQ
Shares Held
74,994
-6.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#496
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $99,724,891 across 13 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
48,872 | $35,334,456 | |
| 2 | LRCX |
Lam Research Corp
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|
74,994 | $32,497,150 | |
| 3 | KLAC |
Kla Corp
|
38,552 | $11,631,523 | |
| 4 | ASML |
Asml Holding NV
|
5,701 | $11,341,796 | |
| 5 | Q |
Qnity Electronics, Inc.
|
14,076 | $2,298,751 | |
| 6 | ONTO |
Onto Innovation Inc.
|
4,290 | $1,623,550 | |
| 7 | IPGP |
Ipg Photonics Corp
|
11,144 | $1,307,414 | |
| 8 | FORM |
Formfactor Inc
|
5,951 | $951,743 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,497,150 | 74,994 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,187,451 | 80,443 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,079,417 | 88,091 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,552,187 | 93,743 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,260,317 | 105,407 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,488,245 | 103,002 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,945,203 | 96,154 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,586,883 | 6,846 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,411,356 | 6,960 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,750,468 | 6,948 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,230,496 | 10,508 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,508,379 | 10,384 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,876,673 | 10,697 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,128,911 | 9,675 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,240,827 | 10,090 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,712,338 | 10,143 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,298,148 | 10,086 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,405,130 | 10,054 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,822,576 | 9,487 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,055,190 | 8,882 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,848,491 | 8,988 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,166,087 | 8,679 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,190,923 | 8,874 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,005,323 | 9,059 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,076,428 | 9,511 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,134,800 | 8,895 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||