Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$53,569,121
+$26,180,473 QoQ
Shares Held
123,622
-3.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#392
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,159,968
PutShares
9,600
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 Jun 30, 2026Allworth Financial LP holds $167,873,418 across 26 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
207,372 | $62,566,206 | |
| 2 | LRCX |
Lam Research Corp
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|
123,622 | $53,569,121 | |
| 3 | AMAT |
Applied Materials Inc /De
|
52,923 | $38,263,329 | |
| 4 | ASML |
Asml Holding NV
|
4,013 | $7,983,622 | |
| 5 | TER |
Teradyne, Inc
|
4,225 | $2,044,224 | |
| 6 | Q |
Qnity Electronics, Inc.
|
8,374 | $1,367,557 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
5,156 | $444,601 | |
| 8 | ONTO |
Onto Innovation Inc.
|
987 | $373,530 |
All Filings in LRCX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,159,968 | 9,600 | Put | Sole | 2026-08-11 | |
| 2026-06-30 | $53,569,121 | 123,622 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,388,648 | 128,188 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,926,862 | 81,358 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,806,131 | 80,703 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $8,590,352 | 88,251 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,314,878 | 73,107 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,234,314 | 44,778 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,734,986 | 2,126 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,017,889 | 1,895 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,730,365 | 1,781 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,337,807 | 1,708 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,027,275 | 1,639 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,003,504 | 1,561 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $585,782 | 1,105 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $435,850 | 1,037 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $271,206 | 741 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $386,518 | 907 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $384,391 | 715 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $221,498 | 308 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $169,037 | 297 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $165,277 | 254 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $272,619 | 458 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $176,156 | 373 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $156,917 | 473 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $148,791 | 460 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $142,800 | 595 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||