Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,902,834
+$11,284,199 QoQ
Shares Held
29,776
+78.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#763
of 3,114 holders
Holding Since
Dec 2023
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, 2026Polymer Capital Management (HK) LTD holds $78,762,903 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
61,986 | $44,815,878 | |
| 2 | LRCX |
Lam Research Corp
This page
|
29,776 | $12,902,834 | |
| 3 | ASML |
Asml Holding NV
|
2,362 | $4,699,057 | |
| 4 | ENTG |
Entegris Inc
|
24,105 | $4,335,525 | |
| 5 | ONTO |
Onto Innovation Inc.
|
11,400 | $4,314,330 | |
| 6 | FORM |
Formfactor Inc
|
25,000 | $3,998,250 | |
| 7 | TER |
Teradyne, Inc
|
4,815 | $2,329,689 | |
| 8 | AXTI |
Axt Inc
|
14,491 | $1,044,511 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,902,834 | 29,776 | Shares | Sole | 2026-08-13 | |
| 2024-03-31 | $1,618,635 | 1,666 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,002,572 | 1,280 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||