Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,566,513
+$12,658,815 QoQ
Shares Held
35,923
+164.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#699
of 3,103 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Curi Capital, LLC holds $117,538,267 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
87,589 | $63,326,847 | |
| 2 | ASML |
Asml Holding NV
|
15,472 | $30,780,613 | |
| 3 | LRCX |
Lam Research Corp
This page
|
35,923 | $15,566,513 | |
| 4 | KLAC |
Kla Corp
|
15,762 | $4,755,552 | |
| 5 | TER |
Teradyne, Inc
|
3,728 | $1,803,754 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,770 | $669,856 | |
| 7 | ENTG |
Entegris Inc
|
1,971 | $354,504 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
2,098 | $280,628 |
All Filings in LRCX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,566,513 | 35,923 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,907,698 | 13,609 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,254,440 | 13,170 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $980,013 | 7,319 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $634,948 | 6,523 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $345,692 | 4,786 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $508,998 | 478 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $465,382 | 479 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $444,891 | 568 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $315,892 | 504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $306,644 | 477 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $337,686 | 637 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $264,368 | 629 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $230,214 | 629 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $342,624 | 804 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $427,937 | 796 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $532,890 | 741 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $421,740 | 741 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $482,168 | 741 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $441,072 | 741 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $349,952 | 741 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $245,826 | 741 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $252,622 | 781 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||