Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,173,596
+$9,171,460 QoQ
Shares Held
21,170
+211600.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#860
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, 2026BERKSHIRE CAPITAL HOLDINGS INC holds $97,965,508 across 9 Semiconductor Equipment & Materials names. LRCX ranks #7 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
31,120 | $22,499,760 | |
| 2 | Q |
Qnity Electronics, Inc.
|
94,760 | $15,475,255 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
161,800 | $13,952,014 | |
| 4 | TER |
Teradyne, Inc
|
28,750 | $13,910,400 | |
| 5 | AEHR |
Aehr Test Systems
|
142,640 | $13,701,998 | |
| 6 | KLAC |
Kla Corp
|
30,660 | $9,250,428 | |
| 7 | LRCX |
Lam Research Corp
This page
|
21,170 | $9,173,596 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
10 | $1,337 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,173,596 | 21,170 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,136 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,711 | 10 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,339 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $973 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $727 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $722 | 10 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,160 | 10 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,117,993 | 11,380 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,715 | 10 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,832 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,267 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,428 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,301 | 10 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,203 | 10 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,660 | 10 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,261 | 10 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,376 | 10 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,540,068 | 24,390 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,691 | 10 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,507 | 10 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,952 | 10 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,722 | 10 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,317 | 10 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,234 | 10 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,248,800 | 96,870 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||