Position in LRCX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,906,345
+$919,768 QoQ
Shares Held
18,283
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026DGS Capital Management, LLC holds $12,753,348 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
18,283 | $3,906,345 | |
| 2 | AMAT |
Applied Materials Inc /De
|
9,837 | $3,362,188 | |
| 3 | ASML |
Asml Holding NV
|
1,783 | $2,355,039 | |
| 4 | KLAC |
Kla Corp
|
11,880 | $1,749,223 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
13,263 | $597,232 | |
| 6 | PLAB |
Photronics Inc
|
6,987 | $282,344 | |
| 7 | TER |
Teradyne, Inc
|
859 | $254,659 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
3,748 | $246,318 |
All Filings in LRCX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,906,345 | 18,283 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,986,577 | 17,447 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,903,388 | 14,215 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $1,070,058 | 10,993 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $584,435 | 8,039 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $364,978 | 5,053 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $381,925 | 468 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $478,117 | 449 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $430,405 | 443 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $299,205 | 382 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $240,052 | 383 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $262,286 | 408 | Shares | Sole | 2024-01-30 | |
| 2022-06-30 | $231,825 | 544 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $244,612 | 455 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $266,085 | 370 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||