Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,129,522
+$5,404,004 QoQ
Shares Held
23,376
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#825
of 3,103 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $30,745,301 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
23,376 | $10,129,522 | |
| 2 | ASML |
Asml Holding NV
|
4,004 | $7,965,717 | |
| 3 | KLAC |
Kla Corp
|
23,763 | $7,169,534 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
14,055 | $2,004,102 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,388 | $1,726,524 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
10,182 | $1,143,234 | |
| 7 | FORM |
Formfactor Inc
|
2,229 | $356,483 | |
| 8 | COHU |
Cohu Inc
|
3,385 | $250,185 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,129,522 | 23,376 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,725,518 | 22,117 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,830,837 | 22,379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,972,312 | 22,198 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,004,062 | 10,315 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,122,269 | 15,437 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,113,642 | 15,418 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $1,735,705 | 1,630 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,040,551 | 1,071 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,417,700 | 1,810 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,280,491 | 2,043 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,240,076 | 1,929 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,030,023 | 1,943 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $794,367 | 1,890 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $450,546 | 1,231 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $534,392 | 1,254 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $842,434 | 1,567 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $943,524 | 1,312 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $494,022 | 868 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $476,963 | 733 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $252,977 | 425 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||