Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,610,938
+$2,888,768 QoQ
Shares Held
8,333
+146.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,247
of 3,119 holders
Holding Since
Sep 2023
9 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, 2026AXQ CAPITAL, LP holds $16,843,587 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMKR |
Amkor Technology, Inc.
|
49,359 | $4,256,226 | |
| 2 | LRCX |
Lam Research Corp
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|
8,333 | $3,610,938 | |
| 3 | Q |
Qnity Electronics, Inc.
|
20,181 | $3,295,759 | |
| 4 | ASML |
Asml Holding NV
|
1,327 | $2,639,986 | |
| 5 | AMAT |
Applied Materials Inc /De
|
3,234 | $2,338,182 | |
| 6 | ACMR |
ACM Research, Inc.
|
4,089 | $518,853 | |
| 7 | DQ |
Daqo New Energy Corp.
|
13,715 | $183,643 |
All Filings in LRCX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,610,938 | 8,333 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $722,170 | 3,380 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $435,978 | 3,256 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $552,501 | 5,676 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $674,898 | 827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,682,357 | 2,519 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,943,140 | 2,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $861,586 | 1,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $752,124 | 1,200 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||