Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,887,472
+$6,019,214 QoQ
Shares Held
18,202
+66.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#936
of 3,103 holders
Holding Since
Mar 2024
6 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, 2026Catalyst Funds Management Pty Ltd holds $31,366,303 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
60,800 | $9,723,744 | |
| 2 | LRCX |
Lam Research Corp
This page
|
18,202 | $7,887,472 | |
| 3 | KLAC |
Kla Corp
|
22,746 | $6,862,695 | |
| 4 | AMAT |
Applied Materials Inc /De
|
8,320 | $6,015,360 | |
| 5 | ACMR |
ACM Research, Inc.
|
4,200 | $532,938 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,107 | $344,094 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,887,472 | 18,202 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,868,258 | 10,914 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,807,650 | 13,500 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $628,128 | 8,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $953,436 | 13,200 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $388,628 | 400 | Shares | Sole | 2024-12-05 | |
| No filing history on record for this holder in this stock. | ||||||