Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,138,916
+$764,655 QoQ
Shares Held
4,936
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,457
of 3,103 holders
Holding Since
Jun 2020
10 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, 2026Campbell & CO Investment Adviser LLC holds $7,707,366 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,936 | $2,138,916 | |
| 2 | ENTG |
Entegris Inc
|
8,750 | $1,573,775 | |
| 3 | AMBA |
Ambarella Inc
|
15,054 | $1,291,633 | |
| 4 | ASML |
Asml Holding NV
|
649 | $1,291,146 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
7,632 | $658,107 | |
| 6 | TER |
Teradyne, Inc
|
918 | $444,165 | |
| 7 | FORM |
Formfactor Inc
|
1,936 | $309,624 |
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,138,916 | 4,936 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,374,261 | 6,432 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $456,197 | 3,407 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $350,748 | 4,856 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $3,518,264 | 3,304 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,722,593 | 1,773 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $542,187 | 1,290 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $805,339 | 1,498 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $597,607 | 1,050 | Shares | Sole | 2021-11-10 | |
| 2020-06-30 | $493,923 | 1,527 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||