Position in LRCX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$458,613,505
+$222,327,553 QoQ
Shares Held
1,058,347
-4.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#111
of 3,103 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 23%
Shared 7%
None 71%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $1,341,710,165 across 17 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,058,347 | $458,613,505 | |
| 2 | ASML |
Asml Holding NV
|
219,615 | $436,910,842 | |
| 3 | AMAT |
Applied Materials Inc /De
|
323,672 | $234,014,856 | |
| 4 | KLAC |
Kla Corp
|
393,671 | $118,774,477 | |
| 5 | TER |
Teradyne, Inc
|
74,396 | $35,995,759 | |
| 6 | ENTG |
Entegris Inc
|
95,623 | $17,198,752 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
182,010 | $15,694,722 | |
| 8 | Q |
Qnity Electronics, Inc.
|
90,084 | $14,711,618 |
All Filings in LRCX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,613,505 | 1,058,347 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $236,285,952 | 1,105,897 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $211,925,975 | 1,238,030 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $207,530,001 | 1,549,888 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $134,092,240 | 1,844,460 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $148,132,822 | 2,050,849 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $146,937,651 | 180,053 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $210,191,806 | 197,391 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $244,200,232 | 251,346 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $197,776,282 | 252,504 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $155,050,361 | 247,380 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $157,401,699 | 244,846 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $13,910,348 | 26,240 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $9,675,725 | 23,021 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||