Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,718,404
+$1,562,575 QoQ
Shares Held
8,581
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,225
of 3,103 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Keel Point, LLC holds $11,929,142 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
8,581 | $3,718,404 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,683 | $3,385,809 | |
| 3 | KLAC |
Kla Corp
|
5,885 | $1,775,563 | |
| 4 | ASML |
Asml Holding NV
|
669 | $1,330,935 | |
| 5 | AMBA |
Ambarella Inc
|
9,835 | $843,843 | |
| 6 | FORM |
Formfactor Inc
|
2,388 | $381,912 | |
| 7 | TER |
Teradyne, Inc
|
590 | $285,465 | |
| 8 | ACMR |
ACM Research, Inc.
|
1,633 | $207,211 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,718,404 | 8,581 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,155,829 | 10,090 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,651,715 | 9,649 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,150,602 | 8,593 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $797,603 | 8,194 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $495,886 | 6,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $388,814 | 5,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $452,108 | 554 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $616,548 | 579 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $523,676 | 539 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $437,059 | 558 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $304,610 | 486 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $313,072 | 487 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $221,590 | 418 | Shares | Sole | 2023-04-03 | |
| 2021-12-31 | $253,140 | 352 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $245,313 | 377 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $341,072 | 573 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $229,995 | 487 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||