Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,136,160
+$13,649,362 QoQ
Shares Held
41,853
+59.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#651
of 3,103 holders
Holding Since
Mar 2024
5 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, 2026Entropy Technologies, LP holds $56,480,268 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
41,853 | $18,136,160 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,367 | $15,448,341 | |
| 3 | TER |
Teradyne, Inc
|
19,431 | $9,401,495 | |
| 4 | FORM |
Formfactor Inc
|
49,421 | $7,903,900 | |
| 5 | ONTO |
Onto Innovation Inc.
|
8,788 | $3,325,818 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
11,110 | $1,584,174 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
2,762 | $310,117 | |
| 8 | ACMR |
ACM Research, Inc.
|
2,068 | $262,408 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,136,160 | 41,853 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $4,486,798 | 26,211 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,065,000 | 45,295 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $12,583,953 | 15,420 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $4,920,030 | 5,064 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||