Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,843,102
+$4,999,645 QoQ
Shares Held
130,315
-2.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Motley Fool Asset Management LLC holds $31,364,171 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (88.8% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,843,102 | 130,315 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,843,457 | 133,447 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,925,733 | 104,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,951,315 | 81,686 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,186,345 | 71,339 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,420,403 | 61,199 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||