Position in LRCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,741,986
+$883,074 QoQ
Shares Held
4,020
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,560
of 3,103 holders
Holding Since
Jun 2024
9 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, 2026Cromwell Holdings LLC holds $6,739,000 across 10 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,432 | $1,758,336 | |
| 2 | LRCX |
Lam Research Corp
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|
4,020 | $1,741,986 | |
| 3 | ASML |
Asml Holding NV
|
800 | $1,591,551 | |
| 4 | KLAC |
Kla Corp
|
4,160 | $1,255,112 | |
| 5 | TER |
Teradyne, Inc
|
570 | $275,788 | |
| 6 | Q |
Qnity Electronics, Inc.
|
603 | $98,475 | |
| 7 | ENTG |
Entegris Inc
|
50 | $8,993 | |
| 8 | ONTO |
Onto Innovation Inc.
|
9 | $3,406 |
All Filings in LRCX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,741,986 | 4,020 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $858,912 | 4,020 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $688,142 | 4,020 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $538,277 | 4,020 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $391,306 | 4,020 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $292,254 | 4,020 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $290,364 | 4,020 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $328,064 | 402 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $428,069 | 402 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||