Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$168,515,970
New position
Shares Held
388,886
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
5.71%
of 13F equity value
Holder Rank
#229
of 3,114 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Palestra Capital Management LLC holds $168,515,970 across 1 Semiconductor Equipment & Materials name. LRCX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
388,886 | $168,515,970 |
All Filings in LRCX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,515,970 | 388,886 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||