Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,159,968
+$2,108,832 QoQ
Shares Held
9,600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,179
of 3,103 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $7,110,669 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
9,600 | $4,159,968 | |
| 2 | AMBA |
Ambarella Inc
|
17,946 | $1,539,766 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,205 | $871,215 | |
| 4 | Q |
Qnity Electronics, Inc.
|
2,317 | $378,389 | |
| 5 | ASML |
Asml Holding NV
|
62 | $123,345 | |
| 6 | TER |
Teradyne, Inc
|
75 | $36,288 | |
| 7 | ATOM |
Atomera Inc
|
195 | $1,698 |
All Filings in LRCX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,159,968 | 9,600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,051,136 | 9,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,694,682 | 9,900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,332,974 | 9,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $969,019 | 9,955 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $734,633 | 10,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $576,395 | 7,980 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $602,267 | 738 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $812,480 | 763 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $741,307 | 763 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $597,627 | 763 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $478,225 | 763 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $490,502 | 763 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $404,481 | 763 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $325,732 | 775 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $283,650 | 775 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $330,266 | 775 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $416,647 | 775 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $434,261 | 763 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $496,484 | 763 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $454,168 | 763 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $360,814 | 764 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||