Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,664,909
+$990,393 QoQ
Shares Held
17,153
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Compound Planning, Inc. holds $23,043,984 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
5,273 | $6,964,736 | |
| 2 | AMAT |
Applied Materials Inc /De
|
12,197 | $4,168,812 | |
| 3 | LRCX |
Lam Research Corp
This page
|
17,153 | $3,664,909 | |
| 4 | TRT |
Trio-Tech International
|
621,500 | $3,592,270 | |
| 5 | KLAC |
Kla Corp
|
2,237 | $3,293,780 | |
| 6 | TER |
Teradyne, Inc
|
2,537 | $752,118 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,264 | $607,359 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,664,909 | 17,153 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,674,516 | 15,624 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,961,768 | 14,651 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,044,068 | 10,726 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $981,159 | 13,496 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $653,609 | 9,049 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||