Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,388,414
-$3,762,145 QoQ
Shares Held
35,512
-60.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#703
of 3,103 holders
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 Jun 30, 2026Parkwood LLC holds $32,006,205 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
8,353 | $16,617,791 | |
| 2 | LRCX |
Lam Research Corp
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|
35,512 | $15,388,414 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,388,414 | 35,512 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,150,559 | 89,631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,376,824 | 101,512 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,927,608 | 104,015 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $10,147,592 | 140,490 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||