Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$149,498,850
+$71,512,950 QoQ
Shares Held
345,000
-5.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
5.77%
of 13F equity value
Holder Rank
#250
of 3,103 holders
Holding Since
Mar 2026
2 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, 2026Cartenna Capital, LP holds $286,868,850 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
345,000 | $149,498,850 | |
| 2 | AMAT |
Applied Materials Inc /De
|
190,000 | $137,370,000 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,498,850 | 345,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $77,985,900 | 365,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||