Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$27,572,354
+$13,488,315 QoQ
Shares Held
63,629
-3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#536
of 3,103 holders
Holding Since
Mar 2021
6 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, 2026Stanley-Laman Group, Ltd. holds $118,632,963 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
63,629 | $27,572,354 | |
| 2 | KLAC |
Kla Corp
|
75,444 | $22,762,209 | |
| 3 | ASML |
Asml Holding NV
|
9,077 | $18,058,145 | |
| 4 | COHU |
Cohu Inc
|
206,620 | $15,271,284 | |
| 5 | AMAT |
Applied Materials Inc /De
|
19,689 | $14,235,147 | |
| 6 | ONTO |
Onto Innovation Inc.
|
29,021 | $10,982,997 | |
| 7 | TER |
Teradyne, Inc
|
20,153 | $9,750,827 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,572,354 | 63,629 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,084,039 | 65,918 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,192,604 | 65,385 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,788,794 | 65,637 | Shares | Sole | 2025-10-22 | |
| 2021-06-30 | $590,184 | 907 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $539,882 | 907 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||