Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,753,196
+$2,324,523 QoQ
Shares Held
10,969
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,133
of 3,103 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Inscription Capital, LLC holds $17,424,950 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
10,969 | $4,753,196 | |
| 2 | KLAC |
Kla Corp
|
12,658 | $3,819,045 | |
| 3 | AMAT |
Applied Materials Inc /De
|
4,558 | $3,295,434 | |
| 4 | ASML |
Asml Holding NV
|
1,127 | $2,242,098 | |
| 5 | TER |
Teradyne, Inc
|
4,554 | $2,203,407 | |
| 6 | ENTG |
Entegris Inc
|
3,093 | $556,306 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,175 | $355,199 | |
| 8 | IPGP |
Ipg Photonics Corp
|
1,707 | $200,265 |
All Filings in LRCX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,753,196 | 10,969 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,428,673 | 11,367 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,372,725 | 13,861 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,868,038 | 13,951 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $858,830 | 8,823 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $272,570 | 334 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $291,768 | 274 | Shares | Sole | 2024-07-17 | |
| 2021-12-31 | $235,881 | 328 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||