Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$366,059,850
+$173,068,037 QoQ
Shares Held
844,760
-6.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#132
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $1,109,976,229 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
509,329 | $368,244,867 | |
| 2 | LRCX |
Lam Research Corp
This page
|
844,760 | $366,059,850 | |
| 3 | KLAC |
Kla Corp
|
929,769 | $280,520,604 | |
| 4 | TER |
Teradyne, Inc
|
91,877 | $44,453,767 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
209,749 | $18,086,656 | |
| 6 | Q |
Qnity Electronics, Inc.
|
85,144 | $13,904,866 | |
| 7 | ACMR |
ACM Research, Inc.
|
80,510 | $10,215,913 | |
| 8 | IPGP |
Ipg Photonics Corp
|
62,690 | $7,354,790 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,059,850 | 844,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $192,991,813 | 903,266 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $151,939,368 | 887,600 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $112,283,585 | 838,563 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $75,440,738 | 775,023 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $110,045,408 | 1,513,692 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $54,650,734 | 756,621 | Shares | Sole | 2026-06-17 | |
| No filing history on record for this holder in this stock. | ||||||