Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,528,436
+$5,836,819 QoQ
Shares Held
28,912
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
#767
of 3,103 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $14,899,594 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
28,912 | $12,528,436 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,182 | $1,577,586 | |
| 3 | KLAC |
Kla Corp
|
2,132 | $643,245 | |
| 4 | TER |
Teradyne, Inc
|
105 | $50,803 | |
| 5 | ASML |
Asml Holding NV
|
22 | $43,767 | |
| 6 | Q |
Qnity Electronics, Inc.
|
244 | $39,847 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
122 | $10,520 | |
| 8 | ENTG |
Entegris Inc
|
22 | $3,956 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,528,436 | 28,912 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,691,617 | 31,319 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,709,537 | 33,354 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $4,444,944 | 33,196 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $3,248,527 | 33,373 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,495,064 | 34,320 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,355,564 | 32,612 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,607,375 | 3,195 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,247,792 | 3,050 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,935,112 | 3,021 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,035,915 | 3,876 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,413,064 | 3,850 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,431,296 | 3,782 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,919,034 | 3,620 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,503,413 | 3,577 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,303,692 | 3,562 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,226,033 | 2,877 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,553,692 | 2,890 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,057,488 | 2,861 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,590,205 | 2,794 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,705,484 | 2,621 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,166 | 7 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,889 | 4 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,327 | 4 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,293 | 4 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||