Position in LRCX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,146,716
+$1,056,623 QoQ
Shares Held
4,954
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,453
of 3,103 holders
Holding Since
Dec 2022
15 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, 2026Telos Capital Management, Inc. holds $22,161,292 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (9.7% of the industry book) .
All Filings in LRCX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,146,716 | 4,954 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,090,093 | 5,102 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $879,180 | 5,136 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $701,100 | 5,236 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $551,139 | 5,662 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $393,452 | 5,412 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $438,436 | 6,070 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $491,280 | 602 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $635,715 | 597 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $607,231 | 625 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $496,586 | 634 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $303,356 | 484 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $307,929 | 479 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $257,638 | 486 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $204,686 | 487 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||