Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$76,156,447
+$75,272,536 QoQ
Shares Held
175,747
+4148.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#337
of 3,103 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Smith Group Asset Management, LLC holds $217,043,254 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.1% of the industry book) .
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,156,447 | 175,747 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $883,911 | 4,137 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $728,370 | 4,255 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||