Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,146,296
+$4,443,426 QoQ
Shares Held
21,107
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#867
of 3,114 holders
Holding Since
Sep 2021
14 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, 2026CERTUITY, LLC holds $16,179,034 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
21,107 | $9,146,296 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,165 | $2,288,295 | |
| 3 | KLAC |
Kla Corp
|
7,112 | $2,145,761 | |
| 4 | ASML |
Asml Holding NV
|
814 | $1,619,404 | |
| 5 | TER |
Teradyne, Inc
|
916 | $443,197 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,048 | $334,458 | |
| 7 | ENTG |
Entegris Inc
|
1,121 | $201,623 |
All Filings in LRCX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,146,296 | 21,107 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,702,870 | 22,011 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,579,031 | 20,908 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,139,017 | 23,443 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,476,816 | 25,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,681,332 | 23,127 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,487,215 | 20,590 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $1,666,490 | 1,565 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,101,760 | 1,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,326,059 | 1,693 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $514,578 | 821 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $532,288 | 828 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $247,566 | 467 | Shares | Sole | 2023-05-11 | |
| 2021-09-30 | $253,271 | 445 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||