Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,185,490
+$7,191,117 QoQ
Shares Held
32,736
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#728
of 3,103 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $37,845,395 across 24 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
32,736 | $14,185,490 | |
| 2 | AMAT |
Applied Materials Inc /De
|
18,020 | $13,028,460 | |
| 3 | ASML |
Asml Holding NV
|
3,176 | $6,318,461 | |
| 4 | TER |
Teradyne, Inc
|
2,831 | $1,369,751 | |
| 5 | KLAC |
Kla Corp
|
2,362 | $712,639 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,904 | $474,252 | |
| 7 | ENTG |
Entegris Inc
|
2,440 | $438,858 | |
| 8 | ONTO |
Onto Innovation Inc.
|
965 | $365,204 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,185,490 | 32,736 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,994,373 | 32,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,586,459 | 32,635 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,298,626 | 24,635 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,845,469 | 18,959 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,630,951 | 22,434 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,304,329 | 18,058 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,166,994 | 1,430 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,203,280 | 1,130 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $886,071 | 912 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $422,177 | 539 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||