Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$259,998
-$29,660,734 QoQ
Shares Held
600
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,710
of 3,103 holders
Holding Since
Mar 2021
8 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, 2026Tairen Capital Ltd holds $41,830,764 across 7 Semiconductor Equipment & Materials names. LRCX ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
32,000 | $15,482,880 | |
| 2 | AXTI |
Axt Inc
|
140,000 | $10,091,200 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
62,786 | $8,398,255 | |
| 4 | ONTO |
Onto Innovation Inc.
|
17,500 | $6,622,875 | |
| 5 | ASML |
Asml Holding NV
|
345 | $686,356 | |
| 6 | AMAT |
Applied Materials Inc /De
|
400 | $289,200 | |
| 7 | LRCX |
Lam Research Corp
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|
600 | $259,998 |
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,998 | 600 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $29,920,732 | 140,039 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $984,165 | 7,350 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $174,214,784 | 163,605 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $53,078,812 | 54,632 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $17,676,078 | 27,496 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $503,405 | 700 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $6,309,544 | 10,600 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||