Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,150,447
+$5,652,548 QoQ
Shares Held
25,732
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#798
of 3,103 holders
Holding Since
Dec 2021
10 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, 2026Yarbrough Capital, LLC holds $26,182,654 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
7,556 | $15,032,207 | |
| 2 | LRCX |
Lam Research Corp
This page
|
25,732 | $11,150,447 |
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,150,447 | 25,732 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,497,899 | 25,732 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,404,803 | 25,732 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,445,514 | 25,732 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,504,752 | 25,732 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,870,716 | 25,732 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $908,003 | 12,571 | Shares | Sole | 2025-01-15 | |
| 2022-12-31 | $45,392 | 108 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $3,928,853 | 7,308 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,255,548 | 7,308 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||