Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,565,577
+$7,989,123 QoQ
Shares Held
26,690
+59.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#787
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $42,274,234 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
26,690 | $11,565,577 | |
| 2 | ASML |
Asml Holding NV
|
5,311 | $10,565,915 | |
| 3 | AMAT |
Applied Materials Inc /De
|
12,659 | $9,152,457 | |
| 4 | KLAC |
Kla Corp
|
24,558 | $7,409,394 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,509 | $1,226,294 | |
| 6 | ENTG |
Entegris Inc
|
4,303 | $773,937 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
5,895 | $661,890 | |
| 8 | TER |
Teradyne, Inc
|
1,275 | $616,896 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,565,577 | 26,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,576,454 | 16,739 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,197,608 | 12,838 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,329,760 | 9,931 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $167,619 | 1,722 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $3,389,346 | 46,621 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $3,579,863 | 49,562 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $278,990 | 262 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $295,357 | 304 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $333,668 | 426 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $270,764 | 432 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $316,929 | 493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,819 | 492 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,178,941 | 2,805 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $932,202 | 2,547 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,081,994 | 2,539 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,314,456 | 2,445 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,692,879 | 2,354 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,461,577 | 2,568 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,643,898 | 13,284 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,353,002 | 14,033 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $7,306,961 | 15,472 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,090,266 | 18,358 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,593,732 | 20,385 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $7,097,760 | 29,574 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||