Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,789,358
+$5,086,702 QoQ
Shares Held
22,591
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#843
of 3,114 holders
Holding Since
Mar 2020
26 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, 2026Morse Asset Management, Inc holds $44,647,581 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
90,995 | $27,454,101 | |
| 2 | LRCX |
Lam Research Corp
This page
|
22,591 | $9,789,358 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,228 | $2,333,844 | |
| 4 | TER |
Teradyne, Inc
|
3,918 | $1,895,685 | |
| 5 | NVMI |
Nova Ltd.
|
3,351 | $1,819,391 | |
| 6 | Q |
Qnity Electronics, Inc.
|
6,959 | $1,136,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
415 | $157,056 | |
| 8 | ASML |
Asml Holding NV
|
31 | $61,672 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,789,358 | 22,591 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,702,656 | 22,010 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,617,033 | 21,130 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,734,238 | 20,420 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,323,505 | 23,870 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,713,539 | 23,570 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,536,332 | 21,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,862,294 | 2,282 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,559,899 | 2,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,359,943 | 2,429 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,902,538 | 2,429 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,538,720 | 2,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,602,007 | 2,492 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,321,059 | 2,492 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,047,387 | 2,492 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $921,222 | 2,517 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,072,619 | 2,517 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,387,571 | 2,581 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,913,658 | 2,661 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,873,638 | 5,049 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,853,445 | 5,922 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,401,796 | 5,715 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,432,190 | 5,150 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,701,877 | 5,130 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $997,874 | 3,085 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $280,800 | 1,170 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||