Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$386,963
-$716,163 QoQ
Shares Held
893
-82.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,468
of 3,103 holders
Holding Since
Mar 2024
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, 2026Verdad Advisers, LP holds $2,753,600 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,089 | $787,347 | |
| 2 | TER |
Teradyne, Inc
|
878 | $424,811 | |
| 3 | LRCX |
Lam Research Corp
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|
893 | $386,963 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
3,949 | $340,522 | |
| 5 | FORM |
Formfactor Inc
|
1,956 | $312,823 | |
| 6 | INTT |
Intest Corp
|
15,451 | $280,744 | |
| 7 | PLAB |
Photronics Inc
|
6,775 | $220,390 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,963 | 893 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,103,126 | 5,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,648,325 | 15,471 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $547,332 | 514 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $751,023 | 773 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||