Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,343,951
+$2,327,143 QoQ
Shares Held
14,640
-22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,035
of 3,124 holders
Holding Since
Mar 2020
15 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, 2026BRIDGEWAY CAPITAL MANAGEMENT, LLC holds $41,219,236 across 11 Semiconductor Equipment & Materials names. LRCX ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLAB |
Photronics Inc
|
352,834 | $11,477,690 | |
| 2 | LRCX |
Lam Research Corp
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|
14,640 | $6,343,951 | |
| 3 | AMAT |
Applied Materials Inc /De
|
7,600 | $5,494,800 | |
| 4 | TER |
Teradyne, Inc
|
7,350 | $3,556,224 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
25,000 | $3,344,000 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
38,700 | $3,337,101 | |
| 7 | ASYS |
Amtech Systems Inc
|
111,472 | $2,572,773 | |
| 8 | ONTO |
Onto Innovation Inc.
|
5,400 | $2,043,630 |
All Filings in LRCX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,343,951 | 14,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,016,808 | 18,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,218,184 | 18,800 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $1,165,884 | 1,200 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $2,562,000 | 7,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,666,342 | 10,950 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,886,829 | 10,950 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,874,692 | 10,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,516,767 | 11,450 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,125,165 | 10,950 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,690,488 | 6,200 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,928,074 | 6,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,056,850 | 6,200 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,005,452 | 6,200 | Shares | Sole | 2020-08-31 | |
| 2020-03-31 | $240,000 | 1,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||