Lighthouse Investment Partners, LLC
Position in LRCX — Lam Research Corp
CIK 1600344
Palm Beach Gardens, FL
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,835,724
+$9,633,535 QoQ
Shares Held
22,698
+1403.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#837
of 3,103 holders
Holding Since
Jun 2023
7 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, 2026Lighthouse Investment Partners, LLC holds $24,694,958 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
22,698 | $9,835,724 | |
| 2 | AMAT |
Applied Materials Inc /De
|
9,539 | $6,896,697 | |
| 3 | ASML |
Asml Holding NV
|
1,900 | $3,779,935 | |
| 4 | AMBA |
Ambarella Inc
|
23,433 | $2,010,551 | |
| 5 | ONTO |
Onto Innovation Inc.
|
4,252 | $1,609,169 | |
| 6 | VECO |
Veeco Instruments Inc
|
4,254 | $322,453 | |
| 7 | COHU |
Cohu Inc
|
3,253 | $240,429 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,835,724 | 22,698 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $202,189 | 1,510 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $502,858 | 5,166 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $408,040 | 500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,597,275 | 1,500 | Shares | Defined | 2024-08-14 | |
| 2023-09-30 | $5,023,561 | 8,015 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,166,313 | 9,592 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||