Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,648,141
+$118,267,257 QoQ
Shares Held
317,652
+250.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#257
of 3,103 holders
Holding Since
Jun 2020
21 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, 2026Holocene Advisors, LP holds $889,573,050 across 9 Semiconductor Equipment & Materials names. LRCX ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,030,000 | $310,761,300 | |
| 2 | AMAT |
Applied Materials Inc /De
|
369,894 | $267,433,362 | |
| 3 | Q |
Qnity Electronics, Inc.
|
945,505 | $154,410,421 | |
| 4 | LRCX |
Lam Research Corp
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|
317,652 | $137,648,141 | |
| 5 | ONTO |
Onto Innovation Inc.
|
25,694 | $9,723,894 | |
| 6 | AMBA |
Ambarella Inc
|
51,883 | $4,451,561 | |
| 7 | IPGP |
Ipg Photonics Corp
|
24,783 | $2,907,541 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
9,616 | $1,821,751 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,648,141 | 317,652 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,380,884 | 90,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,273,082 | 159,324 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,984,251 | 276,208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,522,942 | 909,420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $113,311,819 | 1,558,622 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,883,428 | 372,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,697,902 | 16,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,125,770 | 17,961 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,629,045 | 26,379 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,607,451 | 39,077 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $202,076,915 | 322,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $286,416,630 | 445,535 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $108,173,636 | 204,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,692,746 | 27,820 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,511,594 | 15,059 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,686,371 | 10,997 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,332,553 | 9,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,552,487 | 57,780 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $32,221,531 | 54,132 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $160,170,275 | 495,178 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||