Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,068,843
+$759,179 QoQ
Shares Held
7,082
-34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,316
of 3,114 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $4,747,058 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (64.6% of the industry book) .
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,068,843 | 7,082 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,309,664 | 10,810 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $1,903,008 | 11,117 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,343,919 | 17,505 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,639,692 | 16,845 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,256,764 | 17,287 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,408,075 | 33,339 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,170,083 | 28,490 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,349,912 | 4,085 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,751,486 | 2,832 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,322,365 | 2,965 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,986,234 | 3,169 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,127,866 | 3,310 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,967,275 | 3,711 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,662,706 | 3,956 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,167,906 | 3,191 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,300,723 | 21,825 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||