Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$134,332
+$71,516 QoQ
Shares Held
310
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,919
of 3,103 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Triumph Capital Management holds $553,151 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
195 | $140,985 | |
| 2 | LRCX |
Lam Research Corp
This page
|
310 | $134,332 | |
| 3 | ASML |
Asml Holding NV
|
63 | $125,334 | |
| 4 | KLAC |
Kla Corp
|
365 | $110,124 | |
| 5 | TER |
Teradyne, Inc
|
82 | $39,674 | |
| 6 | COHU |
Cohu Inc
|
20 | $1,478 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4 | $653 | |
| 8 | ENTG |
Entegris Inc
|
3 | $539 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,332 | 310 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $62,816 | 294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,939 | 245 | Shares | Sole | 2026-02-12 | |
| 2024-03-31 | $868,583 | 894 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $364,999 | 466 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||