Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,503,098
+$2,121,169 QoQ
Shares Held
63,199
-5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 94%
Shared 0%
None 5%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $247,146,603 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
779,528 | $89,326,113 | |
| 2 | VECO |
Veeco Instruments Inc
|
2,107,647 | $71,364,927 | |
| 3 | Q |
Qnity Electronics, Inc.
|
590,116 | $68,087,584 | |
| 4 | LRCX |
Lam Research Corp
This page
|
63,199 | $13,503,098 | |
| 5 | ASML |
Asml Holding NV
|
3,487 | $4,605,734 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
5,755 | $259,147 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,503,098 | 63,199 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,381,929 | 66,491 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||