Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,194,690
+$581,700 QoQ
Shares Held
2,757
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,780
of 3,103 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, 2026SEVEN MILE ADVISORY holds $5,180,334 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (23.1% of the industry book) .
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,690 | 2,757 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $612,990 | 2,869 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $739,839 | 4,322 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $689,049 | 5,146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $342,442 | 3,518 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,179 | 4,074 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $259,377 | 3,591 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $312,558 | 383 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $383,346 | 360 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $339,077 | 349 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $274,924 | 351 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||