Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,958,651
+$992,908 QoQ
Shares Held
4,520
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#1,501
of 3,103 holders
Holding Since
Dec 2021
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, 2026GUERRA PAN ADVISORS, LLC holds $7,452,996 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.3% 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 | $1,958,651 | 4,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $965,743 | 4,520 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $773,733 | 4,520 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $605,228 | 4,520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $439,976 | 4,520 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $348,960 | 4,800 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $346,704 | 4,800 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $391,718 | 480 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $511,128 | 480 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $463,438 | 477 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $390,846 | 499 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $312,758 | 499 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $320,787 | 499 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $275,132 | 519 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $218,135 | 519 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $221,171 | 519 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $279,019 | 519 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $373,238 | 519 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||