Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$480,605,522
+$71,351,117 QoQ
Shares Held
2,249,394
-5.9% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
35.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026OAKTOP CAPITAL MANAGEMENT II, L.P. holds $938,139,260 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,249,394 | $480,605,522 | |
| 2 | KLAC |
Kla Corp
|
310,738 | $457,533,738 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,605,522 | 2,249,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $409,254,405 | 2,390,784 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $360,386,494 | 2,691,460 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $261,986,716 | 2,691,460 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $195,669,142 | 2,691,460 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $194,404,155 | 2,691,460 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||