Position in LRCX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$9,103,197
+$3,682,440 QoQ
Shares Held
42,606
+34.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $31,796,236 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
7,170 | $9,470,351 | |
| 2 | LRCX |
Lam Research Corp
This page
|
42,606 | $9,103,197 | |
| 3 | KLAC |
Kla Corp
|
4,430 | $6,522,776 | |
| 4 | AMAT |
Applied Materials Inc /De
|
14,206 | $4,855,468 | |
| 5 | INTT |
Intest Corp
|
76,056 | $1,038,164 | |
| 6 | ASYS |
Amtech Systems Inc
|
40,121 | $468,613 | |
| 7 | TER |
Teradyne, Inc
|
1,139 | $337,667 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,103,197 | 42,606 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,420,757 | 31,667 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,688,811 | 27,549 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,468,542 | 25,360 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,841,927 | 25,336 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||