Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,219,052
+$6,245,831 QoQ
Shares Held
44,352
-27.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#629
of 3,114 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Strategic Global Advisors, LLC holds $38,978,638 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (49.3% of the industry book) .
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,219,052 | 44,352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,973,221 | 60,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,645,341 | 62,188 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,513,094 | 63,578 | Shares | Sole | 2025-11-14 | |
| 2020-09-30 | $256,111 | 772 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,066,815 | 18,756 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,975,840 | 16,566 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||