Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,147,709
+$1,598,674 QoQ
Shares Held
7,264
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#1,298
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Elm Partners Management LLC holds $4,112,416 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (76.5% of the industry book) .
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,147,709 | 7,264 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,549,035 | 7,250 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,241,055 | 7,250 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $670,839 | 5,010 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||