Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,501,696
+$6,761,578 QoQ
Shares Held
31,158
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#744
of 3,103 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $24,124,512 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
31,158 | $13,501,696 | |
| 2 | AMAT |
Applied Materials Inc /De
|
7,123 | $5,149,929 | |
| 3 | KLAC |
Kla Corp
|
9,086 | $2,741,337 | |
| 4 | ASML |
Asml Holding NV
|
689 | $1,370,724 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
7,562 | $652,071 | |
| 6 | TER |
Teradyne, Inc
|
967 | $467,873 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,475 | $240,882 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,501,696 | 31,158 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,740,118 | 31,546 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,304,697 | 30,989 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,038,825 | 30,163 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,065,644 | 62,314 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $3,149,826 | 2,958 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,872,932 | 2,957 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||