Position in LRCX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,477,291
+$2,650,570 QoQ
Shares Held
12,640
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,079
of 3,103 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Perennial Advisors, LLC holds $27,425,706 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (20.0% of the industry book) .
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,477,291 | 12,640 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,826,721 | 13,230 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,659,281 | 15,535 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,641,177 | 19,725 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,399,431 | 24,650 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,868,390 | 25,700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,894,231 | 26,225 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $3,411,779 | 3,204 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,137,199 | 3,229 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,529,146 | 3,229 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,047,030 | 3,266 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,280,224 | 3,547 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||