Position in LRCX
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$33,931,130
+$6,642,642 QoQ
Shares Held
158,809
-0.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $144,574,984 across 22 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
151,686 | $51,844,757 | |
| 2 | LRCX |
Lam Research Corp
This page
|
158,809 | $33,931,130 | |
| 3 | KLAC |
Kla Corp
|
19,824 | $29,189,055 | |
| 4 | ASML |
Asml Holding NV
|
12,897 | $17,034,744 | |
| 5 | TER |
Teradyne, Inc
|
20,725 | $6,144,133 | |
| 6 | Q |
Qnity Electronics, Inc.
|
23,324 | $2,691,123 | |
| 7 | ENTG |
Entegris Inc
|
8,109 | $950,699 | |
| 8 | ONTO |
Onto Innovation Inc.
|
3,761 | $771,268 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,931,130 | 158,809 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $27,288,488 | 159,414 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $18,039,811 | 134,726 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,785,395 | 100,528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,114,930 | 97,867 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,025,932 | 83,427 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||