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Equibles

Engineers Gate Manager LP

Position in LRCX — Lam Research Corp

CIK 1620220 NEW YORK, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,956,064
-$15,162,090 QoQ
Shares Held
20,668
-81.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#881
of 3,124 holders
Holding Since
Mar 2020
23 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, 2026

Engineers Gate Manager LP holds $105,237,776 across 24 Semiconductor Equipment & Materials names. LRCX ranks #4 (8.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 55,510 $40,133,730
2 TER
Teradyne, Inc
 36,165 $17,498,073
3 Q
Qnity Electronics, Inc.
 73,503 $12,003,774
4 LRCX
Lam Research Corp
This page 		20,668 $8,956,064
5 AMKR
Amkor Technology, Inc.
 37,955 $3,272,859
6 KLAC
Kla Corp
 8,499 $2,564,233
7 ICHR
Ichor Holdings, Ltd.
 19,808 $2,224,042
8 FORM
Formfactor Inc
 13,100 $2,095,083

All Filings in LRCX

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,956,064 20,668
2026-03-31 $24,118,154 112,881
2025-12-31 $2,811,973 16,427
2025-09-30 $3,499,342 26,134
2025-06-30 $3,246,775 33,355
2025-03-31 $7,306,204 100,498
2024-12-31 $24,462,350 338,673
2024-09-30 $17,286,206 21,182
2024-06-30 $4,743,906 4,455
2024-03-31 $8,834,486 9,093
2023-12-31 $3,389,166 4,327
2023-09-30 $1,251,032 1,996
2023-06-30 $375,430 584
2023-03-31 $991,854 1,871
2022-12-31 $722,075 1,718
2022-09-30 $2,401,692 6,562
2022-06-30 $2,383,030 5,592
2022-03-31 $13,833,242 25,731
2021-09-30 $396,128 696
2021-06-30 $368,296 566
2020-12-31 $547,833 1,160
2020-09-30 $1,193,636 3,598
2020-03-31 $709,440 2,956