Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,260,990
+$807,818 QoQ
Shares Held
2,910
+37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,747
of 3,103 holders
Holding Since
Mar 2026
2 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, 2026Sagewood Asset Management LP holds $10,849,590 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
19,557 | $5,900,542 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
20,770 | $1,790,997 | |
| 3 | LRCX |
Lam Research Corp
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|
2,910 | $1,260,990 | |
| 4 | AMAT |
Applied Materials Inc /De
|
1,700 | $1,229,100 | |
| 5 | TER |
Teradyne, Inc
|
881 | $426,263 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,480 | $241,698 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,260,990 | 2,910 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $453,172 | 2,121 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||