Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,598,887
+$14,451,462 QoQ
Shares Held
33,690
+4782.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
#725
of 3,119 holders
Holding Since
Jun 2020
10 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, 2026BAROMETER CAPITAL MANAGEMENT INC. holds $15,459,864 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
33,690 | $14,598,887 | |
| 2 | DQ |
Daqo New Energy Corp.
|
64,300 | $860,977 |
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,598,887 | 33,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $147,425 | 690 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $650,484 | 3,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,714,619 | 35,210 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,724,228 | 38,260 | Shares | Sole | 2025-08-14 | |
| 2021-12-31 | $1,331,865 | 1,852 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,106,190 | 1,700 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,797,628 | 4,700 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,620,013 | 11,900 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $3,784,482 | 11,700 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||