Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,801,170
+$778,950 QoQ
Shares Held
8,772
-38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.03%
of 13F equity value
Holder Rank
#1,221
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026Goldstream Capital Management Ltd holds $11,670,139 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
8,772 | $3,801,170 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,480 | $3,239,040 | |
| 3 | TER |
Teradyne, Inc
|
4,434 | $2,145,346 | |
| 4 | ASML |
Asml Holding NV
|
585 | $1,163,822 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
4,341 | $822,402 | |
| 6 | AEHR |
Aehr Test Systems
|
5,188 | $498,359 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,801,170 | 8,772 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,022,220 | 14,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,065,491 | 17,908 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||