Position in LRCX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$338,864
+$186,311 QoQ
Shares Held
782
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,549
of 3,103 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Orion Capital Management LLC holds $1,117,732 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.3% of the industry book) .
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,864 | 782 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $152,553 | 714 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $68,472 | 400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $56,238 | 420 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $48,670 | 500 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $65,430 | 900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $65,007 | 900 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $42,594 | 40 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,862 | 40 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $31,330 | 40 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $25,070 | 40 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $21,204 | 40 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,812 | 40 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $14,640 | 40 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $17,046 | 40 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,504 | 40 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||