Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$152,660,496
+$37,635,069 QoQ
Shares Held
714,502
+6.3% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.3065071896229822.ToString("F0")%
Shared 0.ToString("F0")%
None 99.69349281037701.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$1,314,090
PutShares
13,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Creative Planning holds $604,134,091 across 24 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
|
634,638 | $216,912,921 | |
| 2 | LRCX |
Lam Research Corp
This page
|
714,502 | $152,660,496 | |
| 3 | KLAC |
Kla Corp
|
56,276 | $82,861,344 | |
| 4 | ASML |
Asml Holding NV
|
51,856 | $68,492,959 | |
| 5 | TER |
Teradyne, Inc
|
59,298 | $17,579,485 | |
| 6 | ONTO |
Onto Innovation Inc.
|
39,555 | $8,111,543 | |
| 7 | Q |
Qnity Electronics, Inc.
|
65,819 | $7,594,196 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
77,712 | $7,233,432 |
All Filings in LRCX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,660,496 | 714,502 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $115,025,427 | 671,956 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $78,173,229 | 583,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,314,090 | 13,500 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $53,194,459 | 546,481 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $981,450 | 13,500 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $40,205,935 | 553,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,023,556 | 498,734 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||