Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$37,314,912
+$17,022,340 QoQ
Shares Held
86,112
-9.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#473
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, 2026Turtle Creek Wealth Advisors, LLC holds $108,726,482 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.3% 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 | $37,314,912 | 86,112 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $20,292,572 | 94,976 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,017,826 | 93,573 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,774,595 | 95,404 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,574,680 | 88,090 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,986,481 | 82,345 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,279,579 | 73,094 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,355,631 | 7,788 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,136,518 | 7,641 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,781,558 | 6,980 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,077,091 | 6,482 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||