Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,835,585
+$1,593,936 QoQ
Shares Held
4,236
+274.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,530
of 3,103 holders
Holding Since
Mar 2026
2 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 (US) LLC holds $23,649,769 across 11 Semiconductor Equipment & Materials names. LRCX ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
3,176 | $6,318,461 | |
| 2 | COHU |
Cohu Inc
|
79,846 | $5,901,417 | |
| 3 | ONTO |
Onto Innovation Inc.
|
8,763 | $3,316,357 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
26,726 | $2,304,582 | |
| 5 | LRCX |
Lam Research Corp
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|
4,236 | $1,835,585 | |
| 6 | AMBA |
Ambarella Inc
|
20,355 | $1,746,459 | |
| 7 | VECO |
Veeco Instruments Inc
|
8,879 | $673,028 | |
| 8 | AXTI |
Axt Inc
|
8,380 | $604,030 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,835,585 | 4,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $241,649 | 1,131 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||