Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$74,819,622
+$42,241,388 QoQ
Shares Held
172,662
+13.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#342
of 3,103 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Vident Advisory, LLC holds $294,418,573 across 23 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
365,170 | $110,175,437 | |
| 2 | LRCX |
Lam Research Corp
This page
|
172,662 | $74,819,622 | |
| 3 | AMAT |
Applied Materials Inc /De
|
83,854 | $60,626,442 | |
| 4 | ASML |
Asml Holding NV
|
10,013 | $19,920,260 | |
| 5 | TER |
Teradyne, Inc
|
10,861 | $5,254,985 | |
| 6 | Q |
Qnity Electronics, Inc.
|
26,393 | $4,310,239 | |
| 7 | ONTO |
Onto Innovation Inc.
|
7,053 | $2,669,207 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
25,416 | $2,191,620 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,819,622 | 172,662 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $32,578,234 | 152,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,958,760 | 151,646 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,391,367 | 122,415 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,659,178 | 47,865 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,032,316 | 41,710 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,593,344 | 35,904 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,736,315 | 3,353 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,390,911 | 8,819 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,851,001 | 9,110 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,320,445 | 32,327 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||