Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$20,496,509
+$13,485,043 QoQ
Shares Held
47,300
+44.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#607
of 3,103 holders
Holding Since
Dec 2021
18 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, 2026MGO ONE SEVEN LLC holds $88,677,395 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
66,913 | $48,378,099 | |
| 2 | LRCX |
Lam Research Corp
This page
|
47,300 | $20,496,509 | |
| 3 | KLAC |
Kla Corp
|
36,028 | $10,870,007 | |
| 4 | ASML |
Asml Holding NV
|
2,257 | $4,490,165 | |
| 5 | TER |
Teradyne, Inc
|
4,634 | $2,242,114 | |
| 6 | Q |
Qnity Electronics, Inc.
|
11,719 | $1,913,829 | |
| 7 | NVMI |
Nova Ltd.
|
528 | $286,672 |
All Filings in LRCX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,496,509 | 47,300 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,011,466 | 32,816 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,682,662 | 33,197 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,471,724 | 33,396 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,545,953 | 15,882 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,203,766 | 16,558 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,144,195 | 15,841 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,553,616 | 1,459 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $993,916 | 1,023 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,200,737 | 1,533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $908,189 | 1,449 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $560,573 | 872 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $446,361 | 842 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $278,238 | 662 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $203,130 | 555 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,837 | 598 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $495,138 | 921 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $358,855 | 499 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||