Position in LRCX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$135,482,353
+$60,668,027 QoQ
Shares Held
312,654
-10.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#261
of 3,124 holders
Holding Since
Mar 2020
17 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, 2026Empowered Funds, LLC holds $350,675,705 across 17 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
312,654 | $135,482,353 | |
| 2 | AMAT |
Applied Materials Inc /De
|
117,109 | $84,669,807 | |
| 3 | KLAC |
Kla Corp
|
181,205 | $54,671,356 | |
| 4 | ASML |
Asml Holding NV
|
16,579 | $32,982,922 | |
| 5 | TER |
Teradyne, Inc
|
44,660 | $21,608,289 | |
| 6 | PLAB |
Photronics Inc
|
271,855 | $8,843,442 | |
| 7 | Q |
Qnity Electronics, Inc.
|
18,762 | $3,064,019 | |
| 8 | ONTO |
Onto Innovation Inc.
|
7,788 | $2,947,367 |
All Filings in LRCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,482,353 | 312,654 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $74,814,326 | 350,156 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $73,939,845 | 552,202 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $25,407,294 | 261,016 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $13,629,213 | 187,472 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $12,253,022 | 169,639 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $11,159,893 | 13,675 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $14,713,031 | 13,817 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,889,655 | 6,062 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $5,848,601 | 7,467 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,352,916 | 6,945 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $3,701,587 | 5,758 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $2,558,889 | 4,827 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $1,591,254 | 3,786 | Shares | Sole | 2023-02-21 | |
| 2020-09-30 | $1,369,132 | 4,127 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,485,004 | 4,591 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,133,520 | 4,723 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||