Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,042,968
+$2,015,549 QoQ
Shares Held
9,330
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
#1,200
of 3,114 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Karani Asset Management LLC holds $18,105,027 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.3% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,042,968 | 9,330 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,027,419 | 9,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $889,793 | 5,198 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $696,012 | 5,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,033,166 | 10,614 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $404,648 | 5,566 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||