Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$30,875,195
+$16,568,095 QoQ
Shares Held
71,251
+6.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
6.64%
of 13F equity value
Holder Rank
#511
of 3,114 holders
Holding Since
Dec 2023
11 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, 2026Eldred Rock Partners, LLC holds $58,353,338 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
71,251 | $30,875,195 | |
| 2 | ASML |
Asml Holding NV
|
13,812 | $27,478,143 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,875,195 | 71,251 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,307,100 | 66,962 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,998,278 | 87,617 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $24,316,641 | 181,603 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,763,823 | 161,946 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $12,400,366 | 170,569 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,166,252 | 154,593 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $12,543,149 | 15,370 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $15,695,889 | 14,740 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,488,514 | 16,971 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $13,156,418 | 16,797 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||