Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,063,096
+$3,943,162 QoQ
Shares Held
20,915
-12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.12%
of 13F equity value
Holder Rank
#867
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026DEEPWATER ASSET MANAGEMENT, LLC holds $11,157,976 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
20,915 | $9,063,096 | |
| 2 | ASML |
Asml Holding NV
|
1,053 | $2,094,880 |
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,063,096 | 20,915 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,119,934 | 23,963 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,104,929 | 29,822 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||