Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$371,978,703
+$198,110,743 QoQ
Shares Held
858,419
+5.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#131
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $901,081,103 across 19 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
858,419 | $371,978,703 | |
| 2 | AMAT |
Applied Materials Inc /De
|
418,212 | $302,367,276 | |
| 3 | KLAC |
Kla Corp
|
514,127 | $155,117,255 | |
| 4 | TER |
Teradyne, Inc
|
57,805 | $27,968,370 | |
| 5 | ENTG |
Entegris Inc
|
62,606 | $11,260,315 | |
| 6 | ACMR |
ACM Research, Inc.
|
37,530 | $4,762,181 | |
| 7 | ASML |
Asml Holding NV
|
1,734 | $3,449,688 | |
| 8 | Q |
Qnity Electronics, Inc.
|
21,043 | $3,436,531 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,978,703 | 858,419 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $173,867,960 | 813,760 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $152,875,379 | 893,068 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $114,352,339 | 854,013 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $81,106,314 | 833,227 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $58,188,424 | 800,391 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $61,691,642 | 854,100 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $72,602,555 | 88,965 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $101,583,494 | 95,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $97,542,712 | 100,397 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $83,320,847 | 106,377 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $72,717,853 | 116,020 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $71,991,318 | 111,986 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $57,337,246 | 108,159 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $41,628,192 | 99,044 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $40,532,304 | 110,744 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $44,351,986 | 104,076 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $56,994,185 | 106,014 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $81,322,200 | 113,081 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $61,647,480 | 108,315 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $62,663,709 | 96,302 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $50,726,351 | 85,220 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $41,583,372 | 88,050 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $25,733,513 | 77,569 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $26,135,889 | 80,801 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,926,320 | 74,693 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||