Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$123,765,114
+$70,220,110 QoQ
Shares Held
285,614
-61.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#267
of 3,114 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $628,046,750 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
205,592 | $148,643,016 | |
| 2 | LRCX |
Lam Research Corp
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|
285,614 | $123,765,114 | |
| 3 | ASML |
Asml Holding NV
|
57,430 | $114,253,533 | |
| 4 | ONTO |
Onto Innovation Inc.
|
299,383 | $113,301,496 | |
| 5 | TER |
Teradyne, Inc
|
136,491 | $66,039,805 | |
| 6 | ENTG |
Entegris Inc
|
344,956 | $62,043,786 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,765,114 | 285,614 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $53,545,004 | 736,520 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $90,783,720 | 1,256,870 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $42,532,678 | 101,196 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,479,248 | 121,528 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,570,932 | 97,550 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,814,206 | 12,675 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,309,396 | 12,945 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,384,721 | 12,975 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,579,479 | 13,185 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,526,809 | 12,645 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,026,165 | 12,760 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $46,674,902 | 140,693 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||