Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,346,915
New position
Shares Held
5,416
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,416
of 3,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026USA FINANCIAL FORMULAS holds $6,405,058 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
3,689 | $2,667,147 | |
| 2 | LRCX |
Lam Research Corp
This page
|
5,416 | $2,346,915 | |
| 3 | TER |
Teradyne, Inc
|
1,998 | $966,712 | |
| 4 | FORM |
Formfactor Inc
|
726 | $116,109 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
835 | $111,689 | |
| 6 | KLAC |
Kla Corp
|
332 | $100,167 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
325 | $61,571 | |
| 8 | NVMI |
Nova Ltd.
|
64 | $34,748 |
All Filings in LRCX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,346,915 | 5,416 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||