Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,010,035
+$2,049,491 QoQ
Shares Held
9,254
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,206
of 3,124 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,183 | $10,254,309 | |
| 2 | LRCX |
Lam Research Corp
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|
9,254 | $4,010,035 | |
| 3 | KLAC |
Kla Corp
|
13,207 | $3,984,683 | |
| 4 | NVMI |
Nova Ltd.
|
4,518 | $2,453,002 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
10,256 | $884,374 | |
| 6 | CAMT |
Camtek Ltd
|
4,746 | $774,167 | |
| 7 | TER |
Teradyne, Inc
|
1,319 | $638,184 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
2,768 | $394,689 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,010,035 | 9,254 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,960,544 | 9,176 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,554,999 | 9,084 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,147,389 | 8,569 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $864,865 | 8,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $632,780 | 8,704 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $527,134 | 7,298 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $568,807 | 697 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $524,971 | 493 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $444,979 | 458 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $204,430 | 261 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $163,586 | 261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $167,786 | 261 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $149,493 | 282 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $172,743 | 411 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $185,928 | 508 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $222,024 | 521 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $291,384 | 542 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $406,319 | 565 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $292,543 | 514 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $303,876 | 467 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $297,620 | 500 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $224,328 | 475 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $93,156 | 288 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,640 | 36 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||