Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$58,124,286
+$13,223,851 QoQ
Shares Held
134,134
-36.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#379
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026NorthCoast Asset Management LLC holds $88,482,087 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
134,134 | $58,124,286 | |
| 2 | AMAT |
Applied Materials Inc /De
|
32,776 | $23,697,048 | |
| 3 | KLAC |
Kla Corp
|
9,592 | $2,894,002 | |
| 4 | TER |
Teradyne, Inc
|
5,390 | $2,607,897 | |
| 5 | ASML |
Asml Holding NV
|
293 | $582,905 | |
| 6 | ENTG |
Entegris Inc
|
2,019 | $363,137 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
1,591 | $212,812 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,124,286 | 134,134 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $44,900,435 | 210,149 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,914,309 | 279,906 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $318,386,081 | 2,377,790 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $236,779,939 | 2,432,504 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $172,896,812 | 2,378,223 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $14,306,957 | 198,075 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $24,708,454 | 30,277 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $32,834,649 | 30,835 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,962,224 | 11,283 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,681,316 | 13,637 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,903,894 | 14,206 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,355,541 | 14,553 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,982,546 | 15,058 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,217,497 | 14,793 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,433,270 | 14,845 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,370,516 | 14,949 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,103,395 | 15,073 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,319,802 | 14,350 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,469,521 | 14,881 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $9,531,453 | 14,648 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,769,670 | 14,733 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,777,074 | 14,350 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,318,842 | 19,047 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,239,866 | 19,291 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,776,480 | 19,902 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||