Position in LRCX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,688,825
+$5,000,911 QoQ
Shares Held
22,359
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#845
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, 2026Linden Thomas Advisory Services, LLC holds $64,420,112 across 14 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
|
115,336 | $12,949,926 | |
| 2 | KLAC |
Kla Corp
|
40,772 | $12,301,320 | |
| 3 | LRCX |
Lam Research Corp
This page
|
22,359 | $9,688,825 | |
| 4 | AMAT |
Applied Materials Inc /De
|
12,371 | $8,944,233 | |
| 5 | FORM |
Formfactor Inc
|
20,077 | $3,210,914 | |
| 6 | ENTG |
Entegris Inc
|
17,298 | $3,111,218 | |
| 7 | ONTO |
Onto Innovation Inc.
|
7,245 | $2,741,870 | |
| 8 | PLAB |
Photronics Inc
|
81,271 | $2,643,745 |
All Filings in LRCX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,688,825 | 22,359 | Shares | Sole | 2026-07-16 | |
| 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 | |
| 2024-09-30 | $3,037,449 | 3,722 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,752,531 | 3,524 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,192,324 | 4,315 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,209,799 | 4,098 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,409,930 | 3,845 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,611,007 | 2,506 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,300,384 | 2,453 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,014,604 | 2,414 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||