Position in LRCX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$33,425,342
+$16,581,456 QoQ
Shares Held
77,136
-2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#491
of 3,103 holders
Holding Since
Mar 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, 2026Beacon Pointe Advisors, LLC holds $69,583,774 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
77,136 | $33,425,342 | |
| 2 | AMAT |
Applied Materials Inc /De
|
28,595 | $20,674,185 | |
| 3 | ASML |
Asml Holding NV
|
3,647 | $7,255,487 | |
| 4 | KLAC |
Kla Corp
|
15,321 | $4,622,498 | |
| 5 | Q |
Qnity Electronics, Inc.
|
12,124 | $1,979,970 | |
| 6 | TER |
Teradyne, Inc
|
1,814 | $877,685 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
2,231 | $422,662 | |
| 8 | AXTI |
Axt Inc
|
4,522 | $325,945 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,425,342 | 77,136 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $16,843,886 | 78,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,594,843 | 61,893 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,663,265 | 49,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,837,064 | 70,239 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,566,639 | 76,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,767,757 | 66,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,496,298 | 6,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,350,659 | 6,903 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,689,004 | 7,914 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,230,050 | 7,954 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,764,705 | 7,602 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $860,146 | 1,338 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,824,479 | 5,328 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $548,911 | 1,306 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $507,642 | 1,387 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $885,539 | 2,078 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,110,702 | 2,066 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,072,971 | 1,492 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $811,607 | 1,426 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,467,328 | 2,255 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $354,167 | 595 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $904,397 | 1,915 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $574,788 | 1,777 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $318,960 | 1,329 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||