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Equibles

RITHOLTZ WEALTH MANAGEMENT

Position in LRCX — Lam Research Corp

CIK 1698218 NEW YORK, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$19,460,850
+$10,357,653 QoQ
Shares Held
44,910
+5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#626
of 3,124 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $65,041,464 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		44,910 $19,460,850
2 ASML
Asml Holding NV
 8,358 $16,627,738
3 KLAC
Kla Corp
 49,335 $14,884,862
4 AMAT
Applied Materials Inc /De
 14,184 $10,255,032
5 INTT
Intest Corp
 77,793 $1,413,498
6 ASYS
Amtech Systems Inc
 41,374 $954,911
7 TER
Teradyne, Inc
 1,371 $663,344
8 AMKR
Amkor Technology, Inc.
 3,834 $330,605

All Filings in LRCX

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,460,850 44,910
2026-03-31 $9,103,197 42,606
2025-12-31 $5,420,757 31,667
2025-09-30 $3,688,811 27,549
2025-06-30 $2,468,542 25,360
2025-03-31 $1,841,927 25,336
2024-09-30 $2,261,357 2,771
2024-06-30 $3,627,943 3,407
2024-03-31 $2,246,269 2,312
2023-12-31 $1,731,004 2,210
2023-09-30 $1,408,978 2,248
2023-06-30 $1,421,363 2,211
2023-03-31 $1,068,721 2,016
2022-12-31 $764,525 1,819
2022-09-30 $724,314 1,979
2022-06-30 $877,016 2,058
2022-03-31 $1,481,653 2,756
2021-12-31 $1,475,695 2,052
2021-09-30 $1,247,007 2,191
2021-06-30 $1,365,168 2,098
2021-03-31 $1,055,955 1,774
2020-12-31 $494,938 1,048