Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,488,614
+$1,974,549 QoQ
Shares Held
5,743
+138.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,384
of 3,103 holders
Holding Since
Sep 2025
3 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, 2026Empirical Asset Management, LLC holds $9,561,038 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
8,586 | $2,590,482 | |
| 2 | LRCX |
Lam Research Corp
This page
|
5,743 | $2,488,614 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,285 | $2,375,055 | |
| 4 | TER |
Teradyne, Inc
|
1,765 | $853,977 | |
| 5 | ASML |
Asml Holding NV
|
261 | $519,243 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,668 | $272,401 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,882 | $248,514 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
1,123 | $212,752 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,488,614 | 5,743 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $514,065 | 2,406 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $980,014 | 7,319 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||