Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$171,037,517
+$134,366,197 QoQ
Shares Held
394,705
+130.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#223
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Clear Street Group Inc. holds $518,639,086 across 13 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
394,705 | $171,037,517 | |
| 2 | AXTI |
Axt Inc
|
1,308,921 | $94,347,025 | |
| 3 | KLAC |
Kla Corp
|
255,884 | $77,202,761 | |
| 4 | ASML |
Asml Holding NV
|
34,180 | $67,999,055 | |
| 5 | AMAT |
Applied Materials Inc /De
|
91,490 | $66,147,270 | |
| 6 | TER |
Teradyne, Inc
|
39,598 | $19,159,096 | |
| 7 | IPGP |
Ipg Photonics Corp
|
102,540 | $12,029,992 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
68,264 | $5,886,404 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,037,517 | 394,705 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,671,320 | 171,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,129,643 | 70,859 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,688,310 | 20,077 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||