Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,524,454
-$10,777,875 QoQ
Shares Held
3,518
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,626
of 3,103 holders
Holding Since
Dec 2021
13 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, 2026CenterBook Partners LP holds $29,334,959 across 11 Semiconductor Equipment & Materials names. LRCX ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
4,231 | $8,417,320 | |
| 2 | AMAT |
Applied Materials Inc /De
|
8,510 | $6,152,730 | |
| 3 | ACMR |
ACM Research, Inc.
|
41,438 | $5,258,067 | |
| 4 | ONTO |
Onto Innovation Inc.
|
5,652 | $2,138,999 | |
| 5 | TER |
Teradyne, Inc
|
3,778 | $1,827,947 | |
| 6 | KLAC |
Kla Corp
|
5,232 | $1,578,546 | |
| 7 | LRCX |
Lam Research Corp
This page
|
3,518 | $1,524,454 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
5,336 | $713,743 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,454 | 3,518 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,302,329 | 57,579 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,308,191 | 13,484 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,363,201 | 17,649 | Shares | Sole | 2025-11-07 | |
| 2023-12-31 | $1,722,388 | 2,199 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,876,549 | 2,994 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,839,222 | 2,861 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,590,309 | 8,659 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,729,428 | 6,494 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,002,854 | 13,669 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,411,078 | 10,351 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,797,722 | 5,204 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $246,668 | 343 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||