Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$30,239,934
+$16,456,514 QoQ
Shares Held
69,785
+8.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#512
of 3,103 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Atria Investments, Inc holds $119,456,015 across 16 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
43,600 | $31,522,800 | |
| 2 | LRCX |
Lam Research Corp
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|
69,785 | $30,239,934 | |
| 3 | ASML |
Asml Holding NV
|
13,503 | $26,863,406 | |
| 4 | KLAC |
Kla Corp
|
54,767 | $16,523,751 | |
| 5 | ENTG |
Entegris Inc
|
21,598 | $3,884,616 | |
| 6 | TER |
Teradyne, Inc
|
4,785 | $2,315,174 | |
| 7 | Q |
Qnity Electronics, Inc.
|
11,566 | $1,888,843 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
10,163 | $1,449,142 |
All Filings in LRCX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,239,934 | 69,785 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,783,420 | 64,511 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,160,697 | 53,515 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,924,737 | 59,184 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,612,864 | 78,209 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,163,444 | 71,024 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,116,532 | 56,992 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $9,665,643 | 9,077 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,722,755 | 8,978 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,349,888 | 8,107 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,500,533 | 8,776 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,822,383 | 9,057 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,441,151 | 10,264 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,148,047 | 7,490 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,908,968 | 7,948 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,598,410 | 8,444 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,562,158 | 8,486 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,958,157 | 8,285 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,097,300 | 12,470 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,273,251 | 15,788 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,882,177 | 18,282 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,189,775 | 10,989 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,280,012 | 9,887 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,218,750 | 9,951 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||