Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,592,054
+$1,043,803 QoQ
Shares Held
3,674
+43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,615
of 3,114 holders
Holding Since
Sep 2022
13 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $11,107,487 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,306 | $2,598,208 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,489 | $2,522,547 | |
| 3 | LRCX |
Lam Research Corp
This page
|
3,674 | $1,592,054 | |
| 4 | TER |
Teradyne, Inc
|
2,553 | $1,235,243 | |
| 5 | Q |
Qnity Electronics, Inc.
|
6,273 | $1,024,443 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
8,138 | $701,739 | |
| 7 | KLAC |
Kla Corp
|
2,146 | $647,469 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,062 | $401,913 |
All Filings in LRCX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,054 | 3,674 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $548,251 | 2,566 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $443,698 | 2,592 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $303,015 | 2,263 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $586,325 | 8,065 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $569,389 | 7,883 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $765,483 | 938 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $978,597 | 919 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $862,754 | 888 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $709,633 | 906 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $213,429 | 332 | Shares | Sole | 2023-07-13 | |
| 2022-12-31 | $210,150 | 500 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $213,012 | 582 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||