Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,814,326
+$874,481 QoQ
Shares Held
350,156
-36.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Empowered Funds, LLC holds $216,463,228 across 17 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
350,156 | $74,814,326 | |
| 2 | AMAT |
Applied Materials Inc /De
|
125,765 | $42,985,212 | |
| 3 | KLAC |
Kla Corp
|
20,858 | $30,711,522 | |
| 4 | ASML |
Asml Holding NV
|
19,539 | $25,807,694 | |
| 5 | TER |
Teradyne, Inc
|
48,776 | $14,460,127 | |
| 6 | PLAB |
Photronics Inc
|
290,142 | $11,724,637 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
70,128 | $4,608,810 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
39,087 | $3,638,216 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||