Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,231
+$176,332 QoQ
Shares Held
469
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,874
of 3,103 holders
Holding Since
Mar 2020
21 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, 2026WEST PACES ADVISORS INC. holds $1,415,690 across 8 Semiconductor Equipment & Materials names. LRCX ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,394 | $420,583 | |
| 2 | AMAT |
Applied Materials Inc /De
|
551 | $398,373 | |
| 3 | ASML |
Asml Holding NV
|
164 | $326,268 | |
| 4 | LRCX |
Lam Research Corp
This page
|
469 | $203,231 | |
| 5 | Q |
Qnity Electronics, Inc.
|
377 | $61,567 | |
| 6 | ENTG |
Entegris Inc
|
23 | $4,136 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
9 | $776 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2 | $756 |
All Filings in LRCX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,231 | 469 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $26,899 | 370 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $26,725 | 370 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $39,399 | 37 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $35,948 | 37 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $35,246 | 45 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $23,190 | 37 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $23,785 | 37 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $19,614 | 37 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $15,551 | 37 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $13,542 | 37 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $18,750 | 44 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $23,654 | 44 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $35,957 | 50 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $24,473 | 43 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $27,980 | 43 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $22,023 | 37 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $17,473 | 37 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $12,274 | 37 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $11,968 | 37 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $8,880 | 37 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||