Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,238,339
+$105,056,299 QoQ
Shares Held
478,246
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
22.30%
of 13F equity value
Holder Rank
#206
of 3,103 holders
Holding Since
Jun 2025
5 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, 2026Trybe Capital Management LP holds $237,171,451 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
478,246 | $207,238,339 | |
| 2 | ASML |
Asml Holding NV
|
15,046 | $29,933,112 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,238,339 | 478,246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,182,040 | 478,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $81,866,150 | 478,246 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,037,139 | 478,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,710,230 | 336,041 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||