Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,814,911
+$1,427,403 QoQ
Shares Held
6,496
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,354
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)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CVA Family Office, LLC holds $7,601,755 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
6,496 | $2,814,911 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,566 | $1,855,218 | |
| 3 | KLAC |
Kla Corp
|
4,958 | $1,495,878 | |
| 4 | ASML |
Asml Holding NV
|
468 | $931,057 | |
| 5 | TER |
Teradyne, Inc
|
527 | $254,983 | |
| 6 | Q |
Qnity Electronics, Inc.
|
524 | $85,574 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
636 | $54,842 | |
| 8 | ENTG |
Entegris Inc
|
203 | $36,511 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,814,911 | 6,496 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,387,508 | 6,494 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,077,064 | 6,292 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $837,946 | 6,258 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $608,277 | 6,249 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $456,992 | 6,286 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $464,511 | 6,431 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $465,981 | 571 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $608,029 | 571 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $548,937 | 565 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $441,758 | 564 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $353,498 | 564 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $362,573 | 564 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $292,626 | 552 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $238,730 | 568 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $140,910 | 385 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $61,791 | 145 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $64,513 | 120 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $129,447 | 180 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $120,379 | 185 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $71,428 | 120 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||