Position in LRCX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$29,152,709
+$14,083,697 QoQ
Shares Held
67,276
-4.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#523
of 3,103 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $119,578,724 across 19 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
54,921 | $39,707,883 | |
| 2 | LRCX |
Lam Research Corp
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|
67,276 | $29,152,709 | |
| 3 | KLAC |
Kla Corp
|
54,263 | $16,371,689 | |
| 4 | ASML |
Asml Holding NV
|
5,611 | $11,162,747 | |
| 5 | ONTO |
Onto Innovation Inc.
|
21,878 | $8,279,729 | |
| 6 | TER |
Teradyne, Inc
|
9,114 | $4,409,717 | |
| 7 | Q |
Qnity Electronics, Inc.
|
14,255 | $2,327,984 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16,104 | $1,388,647 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,152,709 | 67,276 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $15,069,012 | 70,528 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,467,828 | 61,151 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,592,997 | 71,643 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,530,248 | 67,087 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,894,672 | 67,327 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,988,998 | 69,071 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,913,103 | 4,795 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,251,840 | 4,932 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,406,069 | 4,535 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,277,382 | 5,461 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,892,543 | 4,615 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,007,941 | 4,679 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,583,274 | 4,873 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,909,843 | 4,544 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,324,920 | 3,620 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,635,989 | 3,839 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,126,785 | 3,956 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,683,867 | 3,732 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $342,918 | 527 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $295,239 | 496 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||