Position in LRCX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$22,971,688
+$11,799,835 QoQ
Shares Held
53,012
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#578
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026Ballentine Partners, LLC holds $59,475,371 across 13 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
53,012 | $22,971,688 | |
| 2 | ASML |
Asml Holding NV
|
6,543 | $13,016,903 | |
| 3 | AMAT |
Applied Materials Inc /De
|
16,797 | $12,144,231 | |
| 4 | KLAC |
Kla Corp
|
21,033 | $6,345,865 | |
| 5 | Q |
Qnity Electronics, Inc.
|
10,263 | $1,676,050 | |
| 6 | TER |
Teradyne, Inc
|
1,960 | $948,325 | |
| 7 | ENTG |
Entegris Inc
|
2,625 | $472,132 | |
| 8 | NVMI |
Nova Ltd.
|
817 | $443,581 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,971,688 | 53,012 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,171,853 | 52,288 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $8,950,145 | 52,285 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $7,028,946 | 52,494 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $5,136,047 | 52,764 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $3,845,393 | 52,894 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $3,445,514 | 47,702 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $383,976 | 4,705 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,840,807 | 4,546 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $4,278,793 | 4,404 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $3,368,017 | 4,300 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $2,616,137 | 4,174 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $2,668,511 | 4,151 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $2,152,817 | 4,061 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,680,778 | 3,999 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $785,436 | 2,146 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $821,190 | 1,927 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,005,868 | 1,871 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,809,380 | 2,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,167,895 | 2,052 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $1,368,421 | 2,103 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,140,479 | 1,916 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $943,594 | 1,998 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $670,797 | 2,022 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $646,595 | 1,999 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $480,000 | 2,000 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||