Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$297,414
-$49,396 QoQ
Shares Held
1,392
-31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Bridgefront Capital, LLC holds $6,620,976 across 6 Semiconductor Equipment & Materials names. LRCX ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
7,230 | $2,471,141 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
46,167 | $2,078,900 | |
| 3 | TER |
Teradyne, Inc
|
3,738 | $1,108,167 | |
| 4 | AMBA |
Ambarella Inc
|
6,608 | $340,179 | |
| 5 | DQ |
Daqo New Energy Corp.
|
15,288 | $325,175 | |
| 6 | LRCX |
Lam Research Corp
This page
|
1,392 | $297,414 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,414 | 1,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $346,810 | 2,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,411,603 | 32,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,316,815 | 13,528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $630,890 | 8,678 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,375 | 4,034 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||