Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,838,311
+$1,083,308 QoQ
Shares Held
6,550
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,348
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026denkapparat Operations GmbH holds $12,570,350 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
2,012 | $4,002,753 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,932 | $2,842,836 | |
| 3 | LRCX |
Lam Research Corp
This page
|
6,550 | $2,838,311 | |
| 4 | KLAC |
Kla Corp
|
4,202 | $1,267,785 | |
| 5 | TER |
Teradyne, Inc
|
1,624 | $785,756 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
4,896 | $422,182 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
2,168 | $410,727 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,838,311 | 6,550 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,755,003 | 8,214 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,113,388 | 12,346 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,653,129 | 12,346 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,201,759 | 12,346 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $811,041 | 11,156 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $696,152 | 9,638 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||