Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,375,150
+$2,655,971 QoQ
Shares Held
14,712
-15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#1,027
of 3,103 holders
Holding Since
Jun 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, 2026CLOVERFIELDS CAPITAL GROUP, LP holds $11,639,207 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
14,712 | $6,375,150 | |
| 2 | ASML |
Asml Holding NV
|
2,646 | $5,264,057 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,375,150 | 14,712 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,719,179 | 17,407 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,554,552 | 20,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,730,488 | 20,392 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,213,511 | 22,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,558,688 | 21,440 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,555,111 | 21,530 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,653,378 | 2,026 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,937,815 | 3,698 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,667,676 | 3,775 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,926,259 | 3,736 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,341,612 | 3,736 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,163,866 | 3,366 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,157,251 | 2,183 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $485,446 | 1,155 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $422,730 | 1,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,924 | 739 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $397,293 | 739 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $668,090 | 929 | Shares | Sole | 2022-05-19 | |
| 2021-09-30 | $474,101 | 833 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $542,033 | 833 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||