Position in LRCX
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$4,687,914
-$2,574,397 QoQ
Shares Held
21,941
-48.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Linden Thomas Advisory Services, LLC holds $28,852,685 across 14 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
|
102,732 | $4,788,338 | |
| 2 | LRCX |
Lam Research Corp
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|
21,941 | $4,687,914 | |
| 3 | AMAT |
Applied Materials Inc /De
|
12,155 | $4,154,457 | |
| 4 | FORM |
Formfactor Inc
|
40,028 | $3,882,315 | |
| 5 | PLAB |
Photronics Inc
|
77,680 | $3,139,048 | |
| 6 | ENTG |
Entegris Inc
|
17,404 | $2,040,444 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,625 | $1,358,588 | |
| 8 | ASML |
Asml Holding NV
|
934 | $1,233,655 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,687,914 | 21,941 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,262,311 | 42,425 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,684,055 | 42,450 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,072,316 | 41,836 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,002,001 | 41,293 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,839,000 | 39,305 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||