Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,814,183
+$7,910,971 QoQ
Shares Held
24,956
+83.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#811
of 3,103 holders
Holding Since
Jun 2024
6 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, 2026HUB Investment Partners, LLC holds $76,907,296 across 9 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
|
52,157 | $37,709,511 | |
| 2 | KLAC |
Kla Corp
|
73,210 | $22,088,189 | |
| 3 | LRCX |
Lam Research Corp
This page
|
24,956 | $10,814,183 | |
| 4 | ASML |
Asml Holding NV
|
1,669 | $3,320,375 | |
| 5 | Q |
Qnity Electronics, Inc.
|
8,217 | $1,341,918 | |
| 6 | TER |
Teradyne, Inc
|
2,226 | $1,077,027 | |
| 7 | ENTG |
Entegris Inc
|
1,602 | $288,135 | |
| 8 | AEHR |
Aehr Test Systems
|
2,170 | $208,450 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,814,183 | 24,956 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,903,212 | 13,588 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,288,676 | 13,370 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,649,915 | 12,322 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $405,129 | 4,162 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $228,942 | 215 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||