Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,633
+$15,609 QoQ
Shares Held
73
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,015
of 3,103 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Tidemark, LLC holds $1,838,480 across 7 Semiconductor Equipment & Materials names. LRCX ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
425 | $845,511 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,110 | $802,530 | |
| 3 | KLAC |
Kla Corp
|
211 | $63,660 | |
| 4 | ONTO |
Onto Innovation Inc.
|
166 | $62,822 | |
| 5 | LRCX |
Lam Research Corp
This page
|
73 | $31,633 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
150 | $16,842 | |
| 7 | TER |
Teradyne, Inc
|
32 | $15,482 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,633 | 73 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,024 | 75 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,441 | 61 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,167 | 61 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,769 | 49 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||