Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,972,361
+$9,346,266 QoQ
Shares Held
41,475
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#654
of 3,103 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $18,133,426 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (99.1% of the industry book) .
All Filings in LRCX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,972,361 | 41,475 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,626,095 | 40,373 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,819,468 | 39,838 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,199,337 | 38,830 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $660,938 | 6,790 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,908 | 40 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,889 | 40 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,264 | 4 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,259 | 4 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,886 | 4 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,133 | 4 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,387 | 7 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,571 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,120 | 4 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,681 | 4 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||