Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,521,454
+$27,122,266 QoQ
Shares Held
123,512
-0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
#394
of 3,103 holders
Holding Since
Jun 2023
12 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, 2026Nemes Rush Group LLC holds $55,391,671 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
123,512 | $53,521,454 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,852 | $1,338,996 | |
| 3 | KLAC |
Kla Corp
|
680 | $205,162 | |
| 4 | ACMR |
ACM Research, Inc.
|
1,500 | $190,335 | |
| 5 | Q |
Qnity Electronics, Inc.
|
379 | $61,894 | |
| 6 | ASML |
Asml Holding NV
|
26 | $51,725 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
61 | $11,556 | |
| 8 | TER |
Teradyne, Inc
|
7 | $3,386 |
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,521,454 | 123,512 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,399,188 | 123,557 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,047,091 | 152,162 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,980,791 | 156,690 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,085,753 | 154,980 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,567,308 | 145,355 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $10,986,068 | 13,462 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,425,522 | 13,547 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $13,237,641 | 13,625 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,718,913 | 13,685 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,422,535 | 13,438 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,416,965 | 13,093 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||