Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,313,097
+$12,885,848 QoQ
Shares Held
60,723
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#546
of 3,103 holders
Holding Since
Dec 2020
22 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, 2026Caprock Group, LLC holds $81,288,598 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
60,723 | $26,313,097 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,764 | $17,904,372 | |
| 3 | KLAC |
Kla Corp
|
58,498 | $17,649,431 | |
| 4 | ASML |
Asml Holding NV
|
6,529 | $12,989,053 | |
| 5 | TER |
Teradyne, Inc
|
3,890 | $1,882,137 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
11,751 | $1,319,402 | |
| 7 | FORM |
Formfactor Inc
|
4,823 | $771,342 | |
| 8 | ACMR |
ACM Research, Inc.
|
5,846 | $741,798 |
All Filings in LRCX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,313,097 | 60,723 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,427,249 | 62,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,430,682 | 60,934 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,112,366 | 53,117 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $3,459,066 | 47,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,782,732 | 38,526 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,706,937 | 3,317 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,365,990 | 3,161 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,780,887 | 1,833 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,452,947 | 1,855 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,143,855 | 1,825 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,110,219 | 1,727 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $781,396 | 1,474 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $450,561 | 1,072 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $327,204 | 894 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $397,597 | 933 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $522,556 | 972 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $697,575 | 970 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $449,059 | 789 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $497,785 | 765 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $415,477 | 698 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $309,336 | 655 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||