Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,275,723
-$2,854,705 QoQ
Shares Held
2,944
-93.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,742
of 3,103 holders
Holding Since
Dec 2022
10 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 Jun 30, 2026Headlands Technologies LLC holds $10,028,544 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMKR |
Amkor Technology, Inc.
|
52,426 | $4,520,693 | |
| 2 | COHU |
Cohu Inc
|
35,001 | $2,586,923 | |
| 3 | LRCX |
Lam Research Corp
This page
|
2,944 | $1,275,723 | |
| 4 | FORM |
Formfactor Inc
|
3,454 | $552,398 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
3,855 | $515,644 | |
| 6 | CAMT |
Camtek Ltd
|
2,188 | $356,906 | |
| 7 | ONTO |
Onto Innovation Inc.
|
582 | $220,257 |
All Filings in LRCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,723 | 2,944 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $4,130,428 | 42,433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,579,231 | 145,519 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,376,560 | 60,592 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,371,650 | 9,033 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,558,398 | 1,604 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,295,512 | 1,654 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $1,289,577 | 2,006 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $341,397 | 644 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,087 | 24 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||