Position in LRCX
as of Sep 30, 2026
· filed Oct 6, 2026
Position Value
$417,864
+$170,000 QoQ
Shares Held
1,272
+122.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#89
of 144 holders
Holding Since
Dec 2021
20 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 Sep 30, 2026Byrne Asset Management LLC holds $5,506,783 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
4,898 | $2,504,739 | |
| 2 | ASML |
Asml Holding NV
|
995 | $1,802,611 | |
| 3 | LRCX |
Lam Research Corp
This page
|
1,272 | $417,864 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
2,797 | $226,724 | |
| 5 | PLAB |
Photronics Inc
|
7,174 | $220,815 | |
| 6 | KLAC |
Kla Corp
|
620 | $120,856 | |
| 7 | INTT |
Intest Corp
|
9,100 | $107,653 | |
| 8 | IPGP |
Ipg Photonics Corp
|
1,348 | $105,521 |
All Filings in LRCX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $417,864 | 1,272 | Shares | Sole | 2026-10-06 | |
| 2026-06-30 | $247,864 | 572 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $127,555 | 597 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $124,961 | 730 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $113,145 | 845 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $104,153 | 1,070 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $77,789 | 1,070 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $80,175 | 1,110 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $94,665 | 116 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $123,522 | 116 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $128,247 | 132 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $107,306 | 137 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $90,254 | 144 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $95,786 | 149 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $73,686 | 139 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $52,537 | 125 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $45,750 | 125 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $53,268 | 125 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $67,201 | 125 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $93,489 | 130 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||