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Equibles

VIRTUS ADVISERS, LLC

Position in LRCX — Lam Research Corp

CIK 1587281 HARTFORD, CT
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,812,003
+$2,183,914 QoQ
Shares Held
8,797
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,226
of 3,124 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 3% Shared 97% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

VIRTUS ADVISERS, LLC holds $11,924,494 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		8,797 $3,812,003
2 AMAT
Applied Materials Inc /De
 4,362 $3,153,726
3 AMBA
Ambarella Inc
 17,442 $1,496,523
4 CAMT
Camtek Ltd
 6,484 $1,057,670
5 KLIC
Kulicke & Soffa Industries Inc
 4,346 $581,320
6 AMKR
Amkor Technology, Inc.
 5,300 $457,019
7 ACLS
Axcelis Technologies Inc
 2,332 $441,797
8 ACMR
ACM Research, Inc.
 3,069 $389,425

All Filings in LRCX

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,812,003 8,797
2026-03-31 $1,628,089 7,620
2025-12-31 $2,097,810 12,255
2025-09-30 $1,911,957 14,279
2025-06-30 $292,020 3,000
2025-03-31 $218,100 3,000
2024-09-30 $807,919 990
2024-06-30 $1,015,866 954
2024-03-31 $886,071 912
2023-12-31 $763,678 975
2023-09-30 $750,243 1,197
2023-06-30 $944,361 1,469