Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$23,168,855
+$8,357,944 QoQ
Shares Held
53,467
-22.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#573
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026Banque Cantonale Vaudoise holds $37,075,644 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
53,467 | $23,168,855 | |
| 2 | KLAC |
Kla Corp
|
27,268 | $8,227,028 | |
| 3 | TER |
Teradyne, Inc
|
9,421 | $4,558,256 | |
| 4 | ENTG |
Entegris Inc
|
3,049 | $548,393 | |
| 5 | NVMI |
Nova Ltd.
|
514 | $279,071 | |
| 6 | ONTO |
Onto Innovation Inc.
|
471 | $178,249 | |
| 7 | FORM |
Formfactor Inc
|
367 | $58,694 | |
| 8 | DQ |
Daqo New Energy Corp.
|
2,630 | $35,215 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,168,855 | 53,467 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,810,911 | 69,320 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,666,296 | 44,785 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,887,949 | 51,441 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,131,180 | 52,714 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,131,395 | 56,828 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $6,079,796 | 7,450 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,078,911 | 8,526 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,195,192 | 8,435 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,744,091 | 9,887 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,217,534 | 6,729 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,196,589 | 6,528 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,830,310 | 5,339 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,640,324 | 6,282 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,664,934 | 4,549 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,938,555 | 4,549 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,147,168 | 5,854 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,141,583 | 5,759 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,466,122 | 6,090 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,524,442 | 8,490 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,669,062 | 7,844 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,137,761 | 6,644 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,608,218 | 7,862 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,287,000 | 10,162 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,318,400 | 9,660 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||