Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,547,615
-$8,735,697 QoQ
Shares Held
15,110
-78.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,012
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026Cercano Management LLC holds $10,053,925 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (65.1% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,547,615 | 15,110 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $15,283,312 | 71,531 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,386,584 | 72,360 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,146,184 | 8,560 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $833,230 | 8,560 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $622,312 | 8,560 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $618,288 | 8,560 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||