Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,693,586
+$34,535,905 QoQ
Shares Held
93,909
+225.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#459
of 3,103 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $97,237,245 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
93,909 | $40,693,586 | |
| 2 | AMAT |
Applied Materials Inc /De
|
43,381 | $31,364,463 | |
| 3 | ASML |
Asml Holding NV
|
7,335 | $14,592,541 | |
| 4 | KLAC |
Kla Corp
|
17,677 | $5,333,327 | |
| 5 | TER |
Teradyne, Inc
|
4,168 | $2,016,645 | |
| 6 | Q |
Qnity Electronics, Inc.
|
9,638 | $1,573,981 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
7,201 | $620,942 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,263 | $477,982 |
All Filings in LRCX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,693,586 | 93,909 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,157,681 | 28,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,971,889 | 23,203 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,152,343 | 8,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $725,085 | 7,449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $576,729 | 7,933 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $523,884 | 7,253 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $458,636 | 562 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $987,115 | 927 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $878,298 | 904 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $433,925 | 554 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $325,292 | 519 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||