Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,292,115
New position
Shares Held
65,290
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
8.64%
of 13F equity value
Holder Rank
#530
of 3,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 202611 Capital Partners LP holds $55,656,860 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
65,290 | $28,292,115 | |
| 2 | ASML |
Asml Holding NV
|
13,755 | $27,364,745 |
All Filings in LRCX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,292,115 | 65,290 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||