Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,009,797
+$4,270,819 QoQ
Shares Held
20,792
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#871
of 3,103 holders
Holding Since
Sep 2023
12 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, 2026SYON CAPITAL LLC holds $33,631,594 across 12 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
13,754 | $9,944,142 | |
| 2 | LRCX |
Lam Research Corp
This page
|
20,792 | $9,009,797 | |
| 3 | KLAC |
Kla Corp
|
22,019 | $6,643,352 | |
| 4 | ASML |
Asml Holding NV
|
2,001 | $3,980,869 | |
| 5 | TER |
Teradyne, Inc
|
2,369 | $1,146,216 | |
| 6 | Q |
Qnity Electronics, Inc.
|
5,811 | $948,994 | |
| 7 | ENTG |
Entegris Inc
|
2,999 | $539,400 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
4,183 | $360,700 |
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,009,797 | 20,792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,738,978 | 22,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,154,196 | 24,268 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,084,788 | 23,038 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,839,726 | 18,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,270,723 | 17,479 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,089,517 | 15,084 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,286,142 | 1,576 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,690,981 | 1,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,543,824 | 1,589 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,270,447 | 1,622 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $819,815 | 1,308 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||