Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$43,782,796
+$30,752,528 QoQ
Shares Held
101,038
+65.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#438
of 3,103 holders
Holding Since
Mar 2022
16 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, 2026Vise Technologies, Inc. holds $98,392,629 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
101,038 | $43,782,796 | |
| 2 | ASML |
Asml Holding NV
|
13,109 | $26,079,567 | |
| 3 | KLAC |
Kla Corp
|
63,745 | $19,232,503 | |
| 4 | TER |
Teradyne, Inc
|
5,543 | $2,681,925 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,300 | $1,192,163 | |
| 6 | ONTO |
Onto Innovation Inc.
|
3,144 | $1,189,846 | |
| 7 | ENTG |
Entegris Inc
|
6,171 | $1,109,916 | |
| 8 | FORM |
Formfactor Inc
|
3,936 | $629,484 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,782,796 | 101,038 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,030,268 | 60,986 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,439,583 | 60,986 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,634,145 | 34,609 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,400,352 | 45,206 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,566,235 | 21,684 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $1,055,266 | 991 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,028,892 | 1,059 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,142,776 | 1,459 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,111,263 | 1,773 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,073,576 | 1,670 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $817,975 | 1,543 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $399,705 | 951 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $428,952 | 1,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $438,082 | 1,028 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $235,473 | 438 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||