Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,118,154
+$21,306,181 QoQ
Shares Held
112,881
+587.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Engineers Gate Manager LP holds $103,919,613 across 19 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
86,809 | $29,670,448 | |
| 2 | LRCX |
Lam Research Corp
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|
112,881 | $24,118,154 | |
| 3 | TER |
Teradyne, Inc
|
63,191 | $18,733,603 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
148,561 | $6,689,701 | |
| 5 | AMBA |
Ambarella Inc
|
93,943 | $4,836,185 | |
| 6 | ASML |
Asml Holding NV
|
2,694 | $3,558,316 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
59,656 | $2,780,566 | |
| 8 | ONTO |
Onto Innovation Inc.
|
12,602 | $2,584,292 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,118,154 | 112,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,811,973 | 16,427 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,499,342 | 26,134 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,246,775 | 33,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,306,204 | 100,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,462,350 | 338,673 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||