Position in LRCX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,996,154
+$595,697 QoQ
Shares Held
14,023
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Y.D. More Investments Ltd holds $293,785,061 across 7 Semiconductor Equipment & Materials names. LRCX ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
|
377,579 | $163,975,006 | |
| 2 | CAMT |
Camtek Ltd
|
783,365 | $118,765,966 | |
| 3 | ASML |
Asml Holding NV
|
3,332 | $4,401,005 | |
| 4 | LRCX |
Lam Research Corp
This page
|
14,023 | $2,996,154 | |
| 5 | KLAC |
Kla Corp
|
13,591 | $2,001,152 | |
| 6 | AMAT |
Applied Materials Inc /De
|
2,560 | $874,982 | |
| 7 | TER |
Teradyne, Inc
|
2,600 | $770,796 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,996,154 | 14,023 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,400,457 | 14,023 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $1,451,208 | 10,838 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $949,065 | 9,750 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $708,825 | 9,750 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $855,925 | 11,850 | Shares | Defined | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||