Position in LRCX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$760,060
+$376,541 QoQ
Shares Held
1,754
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,021
of 3,103 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SJS Investment Consulting Inc. holds $1,441,994 across 19 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,754 | $760,060 | |
| 2 | ASML |
Asml Holding NV
|
93 | $185,017 | |
| 3 | AMAT |
Applied Materials Inc /De
|
180 | $130,140 | |
| 4 | KLAC |
Kla Corp
|
403 | $121,589 | |
| 5 | TER |
Teradyne, Inc
|
210 | $101,605 | |
| 6 | ENTG |
Entegris Inc
|
343 | $61,691 | |
| 7 | Q |
Qnity Electronics, Inc.
|
212 | $34,620 | |
| 8 | ONTO |
Onto Innovation Inc.
|
38 | $14,381 |
All Filings in LRCX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,060 | 1,754 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $383,519 | 1,795 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $208,154 | 1,216 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $151,976 | 1,135 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $54,705 | 562 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $43,765 | 602 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,389 | 130 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $13,872 | 17 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $68,150 | 64 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $40,805 | 42 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,314 | 17 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $11,908 | 19 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $10,928 | 17 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $10,071 | 19 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,724 | 16 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,758 | 13 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $32,256 | 60 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,876 | 4 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||