Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,608,954
+$1,059,124 QoQ
Shares Held
3,713
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,604
of 3,103 holders
Holding Since
Jun 2023
12 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, 2026KG Capital Management holds $5,448,731 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.5% of the industry book) .
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,608,954 | 3,713 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $549,830 | 3,212 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,618,012 | 19,552 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,497,939 | 25,662 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,042,288 | 28,092 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,684,283 | 37,163 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $786,701 | 964 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $313,065 | 294 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $326,447 | 336 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $259,259 | 331 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $315,892 | 504 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $316,287 | 492 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||