Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$167,670,110
+$135,262,803 QoQ
Shares Held
386,934
+155.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#229
of 3,103 holders
Holding Since
Mar 2022
11 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, 2026Woodline Partners LP holds $495,671,888 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
386,934 | $167,670,110 | |
| 2 | AMAT |
Applied Materials Inc /De
|
208,863 | $151,007,949 | |
| 3 | ASML |
Asml Holding NV
|
58,214 | $115,813,254 | |
| 4 | KLAC |
Kla Corp
|
74,637 | $22,518,729 | |
| 5 | TER |
Teradyne, Inc
|
30,947 | $14,973,396 | |
| 6 | ENTG |
Entegris Inc
|
74,034 | $13,315,755 | |
| 7 | Q |
Qnity Electronics, Inc.
|
40,543 | $6,621,077 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
13,951 | $2,643,016 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,670,110 | 386,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,407,307 | 151,677 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,233,063 | 135,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,394,628 | 428,638 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $143,990,347 | 1,980,610 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $155,471,463 | 2,152,450 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,279,382 | 55,484 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,281,780 | 32,194 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $1,832,094 | 3,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,889,533 | 63,977 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $78,897,493 | 146,756 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||