Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,303,525
+$1,728,994 QoQ
Shares Held
12,239
-26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,090
of 3,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $23,944,023 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
12,986 | $9,388,878 | |
| 2 | KLAC |
Kla Corp
|
20,980 | $6,329,875 | |
| 3 | LRCX |
Lam Research Corp
This page
|
12,239 | $5,303,525 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
25,748 | $2,220,250 | |
| 5 | ASML |
Asml Holding NV
|
263 | $523,222 | |
| 6 | TER |
Teradyne, Inc
|
200 | $96,768 | |
| 7 | ATEYY |
Advantest Corp
|
270 | $56,176 | |
| 8 | ENTG |
Entegris Inc
|
80 | $14,388 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,303,525 | 12,239 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,574,531 | 16,730 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,458,520 | 20,204 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $2,482,170 | 25,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,199,320 | 30,252 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,203,015 | 30,500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,504,549 | 3,069 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,112,556 | 2,923 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,324,712 | 3,422 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,882,396 | 3,680 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,322,182 | 3,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,980,008 | 3,080 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,594,600 | 3,008 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,272,668 | 3,028 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,108,248 | 3,028 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,480,445 | 3,474 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,877,334 | 3,492 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,964,717 | 2,732 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,676,715 | 2,946 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,905,900 | 2,929 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,741,672 | 2,926 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,593,438 | 3,374 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,868,747 | 5,633 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,865,070 | 5,766 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,399,680 | 5,832 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||