Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,379,202
+$18,918,908 QoQ
Shares Held
49,337
+328.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#600
of 3,103 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Arax Advisory Partners holds $100,197,531 across 26 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
32,497 | $23,495,331 | |
| 2 | LRCX |
Lam Research Corp
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|
49,337 | $21,379,202 | |
| 3 | KLAC |
Kla Corp
|
53,322 | $16,087,780 | |
| 4 | ASML |
Asml Holding NV
|
7,686 | $15,290,835 | |
| 5 | TER |
Teradyne, Inc
|
16,690 | $8,075,289 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
57,987 | $5,000,219 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,500 | $2,459,925 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,754 | $2,082,855 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,379,202 | 49,337 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,460,294 | 11,515 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,075,010 | 6,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,394,999 | 32,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,067 | 2,456 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $88,329 | 1,215 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $106,178 | 1,470 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $54,677 | 67 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $50,047 | 47 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,829 | 6 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,566 | 2 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,253 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,285 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,060 | 2 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $840 | 2 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $6,954 | 19 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,653 | 25 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $20,429 | 38 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,012 | 32 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,781 | 33 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $149,010 | 229 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||