Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,420,889
+$745,510 QoQ
Shares Held
3,279
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,673
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Manchester Capital Management LLC holds $4,831,220 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,279 | $1,420,889 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,645 | $1,189,335 | |
| 3 | ASML |
Asml Holding NV
|
562 | $1,118,065 | |
| 4 | KLAC |
Kla Corp
|
2,982 | $899,699 | |
| 5 | ENTG |
Entegris Inc
|
701 | $126,081 | |
| 6 | TER |
Teradyne, Inc
|
116 | $56,125 | |
| 7 | Q |
Qnity Electronics, Inc.
|
96 | $15,677 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
26 | $2,241 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,889 | 3,279 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $675,379 | 3,161 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $527,063 | 3,079 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $559,835 | 4,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $544,422 | 5,593 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $432,274 | 5,946 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $406,149 | 5,623 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $417,016 | 511 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $528,165 | 496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $391,542 | 403 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $354,033 | 452 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $271,391 | 433 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $278,358 | 433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $226,361 | 427 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $131,553 | 313 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $116,388 | 318 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $137,646 | 323 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $180,099 | 335 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $308,515 | 429 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $243,596 | 428 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $278,499 | 428 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $283,334 | 476 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $350,424 | 742 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $261,750 | 789 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $327,018 | 1,011 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $242,640 | 1,011 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||