Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,992,125
+$13,489,027 QoQ
Shares Held
62,290
-1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#544
of 3,124 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $254,291,673 across 8 Semiconductor Equipment & Materials names. LRCX ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
901,541 | $105,768,790 | |
| 2 | VECO |
Veeco Instruments Inc
|
1,069,719 | $81,084,700 | |
| 3 | Q |
Qnity Electronics, Inc.
|
213,360 | $34,843,821 | |
| 4 | LRCX |
Lam Research Corp
This page
|
62,290 | $26,992,125 | |
| 5 | ASML |
Asml Holding NV
|
1,659 | $3,300,480 | |
| 6 | TER |
Teradyne, Inc
|
2,177 | $1,053,319 | |
| 7 | AMAT |
Applied Materials Inc /De
|
1,087 | $785,901 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
5,364 | $462,537 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,992,125 | 62,290 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||