Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,835,347
+$2,140,383 QoQ
Shares Held
15,774
-28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#997
of 3,103 holders
Holding Since
Mar 2022
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, 2026Phraction Management LLC holds $66,444,605 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (10.3% of the industry book) .
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,835,347 | 15,774 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,694,964 | 21,974 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,847,099 | 22,474 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,019,980 | 22,554 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,195,406 | 22,554 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,639,675 | 22,554 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $961,670 | 13,314 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,051,111 | 1,288 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,371,526 | 1,288 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,251,382 | 1,288 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,043,302 | 1,332 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $972,120 | 1,551 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,076,790 | 1,675 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,035,324 | 1,953 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $817,063 | 1,944 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $711,504 | 1,944 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $996,764 | 2,339 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,526,274 | 2,839 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||