Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,691,607
+$129,753 QoQ
Shares Held
17,750
-49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#947
of 3,103 holders
Holding Since
Mar 2021
17 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, 2026XTX Topco Ltd holds $65,539,959 across 22 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAMT |
Camtek Ltd
|
64,786 | $10,567,892 | |
| 2 | AMAT |
Applied Materials Inc /De
|
11,372 | $8,221,956 | |
| 3 | LRCX |
Lam Research Corp
This page
|
17,750 | $7,691,607 | |
| 4 | TER |
Teradyne, Inc
|
12,279 | $5,941,071 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
62,657 | $5,402,913 | |
| 6 | VECO |
Veeco Instruments Inc
|
68,957 | $5,226,940 | |
| 7 | COHU |
Cohu Inc
|
61,473 | $4,543,469 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
33,990 | $3,816,397 |
All Filings in LRCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,691,607 | 17,750 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,561,854 | 35,392 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,823,238 | 10,651 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,642,417 | 12,266 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $921,615 | 9,468 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,096,170 | 15,078 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $864,015 | 11,962 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,132,719 | 1,388 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $697,476 | 655 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $750,052 | 772 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $964,976 | 1,232 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,145,108 | 1,827 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $459,808 | 1,094 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $1,813,896 | 3,374 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $746,477 | 1,038 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $595,390 | 915 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $213,095 | 358 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||