Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,701,070
+$3,194,056 QoQ
Shares Held
8,541
+259.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,229
of 3,103 holders
Holding Since
Dec 2020
16 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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $34,819,910 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
31,818 | $23,004,414 | |
| 2 | KLAC |
Kla Corp
|
16,129 | $4,866,280 | |
| 3 | LRCX |
Lam Research Corp
This page
|
8,541 | $3,701,070 | |
| 4 | NVMI |
Nova Ltd.
|
5,007 | $2,718,499 | |
| 5 | ASML |
Asml Holding NV
|
186 | $370,035 | |
| 6 | TER |
Teradyne, Inc
|
312 | $150,957 | |
| 7 | Q |
Qnity Electronics, Inc.
|
53 | $8,655 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,701,070 | 8,541 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $507,014 | 2,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $352,115 | 2,057 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $209,955 | 1,568 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $387,638 | 475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $505,803 | 475 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $461,495 | 475 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $372,048 | 475 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,141 | 80 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $287,064 | 683 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $432,246 | 1,181 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $452,145 | 1,061 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $364,499 | 678 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $207,834 | 289 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,968 | 14 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $89,731 | 190 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||