Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$99,665,900
+$99,077,054 QoQ
Shares Held
230,000
+8245.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#304
of 3,103 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Blackstone Inc. holds $172,272,578 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
230,000 | $99,665,900 | |
| 2 | AMAT |
Applied Materials Inc /De
|
94,247 | $68,140,581 | |
| 3 | ASML |
Asml Holding NV
|
1,138 | $2,263,982 | |
| 4 | IPGP |
Ipg Photonics Corp
|
5,414 | $635,170 | |
| 5 | TER |
Teradyne, Inc
|
1,052 | $508,999 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
2,537 | $480,634 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
3,695 | $318,619 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
2,304 | $258,693 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,665,900 | 230,000 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $588,846 | 2,756 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||