Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,322,648
+$944,114 QoQ
Shares Held
5,360
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,420
of 3,102 holders
Holding Since
Jun 2021
16 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, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $14,535,809 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
8,931 | $6,457,113 | |
| 2 | LRCX |
Lam Research Corp
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|
5,360 | $2,322,648 | |
| 3 | ONTO |
Onto Innovation Inc.
|
5,498 | $2,080,718 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
15,812 | $1,363,468 | |
| 5 | TER |
Teradyne, Inc
|
1,835 | $887,846 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
4,605 | $517,049 | |
| 7 | ACMR |
ACM Research, Inc.
|
3,657 | $464,036 | |
| 8 | AXTI |
Axt Inc
|
6,145 | $442,931 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,322,648 | 5,360 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,378,534 | 6,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,413,809 | 14,101 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $3,371,273 | 34,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,861,326 | 39,358 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $901,285 | 12,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $567,991 | 696 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $389,599 | 401 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $402,595 | 514 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,409,002 | 5,439 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $876,861 | 1,364 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,710 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $4,758 | 13 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $33,331 | 62 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,642 | 44 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $153,565 | 236 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||