Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,339,982
+$1,231,087 QoQ
Shares Held
5,400
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,419
of 3,103 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$216,665
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $8,950,033 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.1% of the industry book) .
All Filings in LRCX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,665 | 500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $2,339,982 | 5,400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $106,830 | 500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,108,895 | 5,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,180 | 1,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $843,061 | 4,925 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $622,367 | 4,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $577,323 | 5,931 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $521,840 | 7,178 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $569,172 | 7,880 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $663,473 | 813 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $581,408 | 546 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $425,940 | 400 | Call | Sole | 2024-08-09 | |
| 2024-03-31 | $417,775 | 430 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $340,718 | 435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $250,708 | 400 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $335,321 | 535 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $360,001 | 560 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $257,144 | 400 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $53,012 | 100 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $304,819 | 575 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $229,904 | 547 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $647,748 | 1,520 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $682,764 | 1,270 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $583,949 | 812 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $460,442 | 809 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $545,937 | 839 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $439,882 | 739 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||