Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,468,988
+$707,291 QoQ
Shares Held
3,390
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,649
of 3,103 holders
Holding Since
Jun 2020
25 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, 2026Kendall Capital Management holds $30,607,444 across 7 Semiconductor Equipment & Materials names. LRCX ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
53,138 | $16,032,265 | |
| 2 | ACMR |
ACM Research, Inc.
|
72,820 | $9,240,129 | |
| 3 | ASML |
Asml Holding NV
|
879 | $1,748,717 | |
| 4 | LRCX |
Lam Research Corp
This page
|
3,390 | $1,468,988 | |
| 5 | PLAB |
Photronics Inc
|
44,032 | $1,432,360 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
2,425 | $345,780 | |
| 7 | VECO |
Veeco Instruments Inc
|
4,475 | $339,205 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,988 | 3,390 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $761,697 | 3,565 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $623,951 | 3,645 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $504,803 | 3,770 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $366,971 | 3,770 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $274,079 | 3,770 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $272,307 | 3,770 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $307,662 | 377 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $412,096 | 387 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $364,338 | 375 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $395,546 | 505 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $332,188 | 530 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $340,715 | 530 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $286,264 | 540 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $239,571 | 570 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $210,450 | 575 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $252,706 | 593 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $318,802 | 593 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $426,455 | 593 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $334,660 | 588 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $382,611 | 588 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $352,977 | 593 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $280,056 | 593 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $218,291 | 658 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $210,572 | 651 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||