Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,305,566
-$208,427 QoQ
Shares Held
9,936
-53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,167
of 3,103 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 67%
Shared 33%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Silvant Capital Management LLC holds $145,953,745 across 7 Semiconductor Equipment & Materials names. LRCX ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
118,047 | $57,115,859 | |
| 2 | ASML |
Asml Holding NV
|
24,166 | $48,076,802 | |
| 3 | AMAT |
Applied Materials Inc /De
|
31,699 | $22,918,377 | |
| 4 | KLAC |
Kla Corp
|
18,795 | $5,670,638 | |
| 5 | Q |
Qnity Electronics, Inc.
|
32,608 | $5,325,212 | |
| 6 | LRCX |
Lam Research Corp
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|
9,936 | $4,305,566 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,715 | $2,541,291 |
All Filings in LRCX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,305,566 | 9,936 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $4,513,993 | 21,127 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,287,887 | 25,049 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,601,770 | 56,772 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $6,048,902 | 62,142 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,806,862 | 52,364 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,782,251 | 52,364 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $9,531,472 | 8,951 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $8,696,523 | 8,951 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $7,010,960 | 8,951 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $5,610,218 | 8,951 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $6,393,242 | 9,945 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $5,272,043 | 9,945 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $4,179,883 | 9,945 | Shares | Other | 2023-01-23 | |
| 2022-09-30 | $3,677,568 | 10,048 | Shares | Other | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||