Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$249,164
+$110,285 QoQ
Shares Held
575
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,734
of 3,103 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $1,317,371 across 20 Semiconductor Equipment & Materials names. LRCX ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
575 | $249,164 | |
| 2 | AMAT |
Applied Materials Inc /De
|
339 | $245,097 | |
| 3 | KLAC |
Kla Corp
|
671 | $202,447 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
2,226 | $191,947 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
833 | $157,811 | |
| 6 | ONTO |
Onto Innovation Inc.
|
261 | $98,774 | |
| 7 | TER |
Teradyne, Inc
|
157 | $75,962 | |
| 8 | IPGP |
Ipg Photonics Corp
|
255 | $29,916 |
All Filings in LRCX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,164 | 575 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $138,879 | 650 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $244,958 | 1,431 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $262,845 | 1,963 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $240,137 | 2,467 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $187,420 | 2,578 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $178,624 | 2,473 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $85,688 | 105 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $447,237 | 420 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $114,645 | 118 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $109,656 | 140 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $90,254 | 144 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $125,357 | 195 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $97,011 | 183 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $113,481 | 270 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $90,768 | 248 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $148,726 | 349 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $173,110 | 322 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $152,459 | 212 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||