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Equibles

Pathstone Holdings, LLC

Position in LRCX — Lam Research Corp

CIK 2011612 ENGLEWOOD, NJ
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$118,851,584
+$62,795,748 QoQ
Shares Held
274,275
+4.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#275
of 3,119 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 63% Shared 0% None 37%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Pathstone Holdings, LLC holds $380,132,370 across 22 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		274,275 $118,851,584
2 AMAT
Applied Materials Inc /De
 137,484 $99,400,932
3 KLAC
Kla Corp
 168,620 $50,874,338
4 ASML
Asml Holding NV
 25,524 $50,778,462
5 TER
Teradyne, Inc
 23,439 $11,340,724
6 ONTO
Onto Innovation Inc.
 26,968 $10,206,039
7 Q
Qnity Electronics, Inc.
 45,661 $7,456,897
8 FORM
Formfactor Inc
 42,040 $6,723,456

All Filings in LRCX

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $118,851,584 274,275
2026-03-31 $56,055,836 262,360
2025-12-31 $43,856,657 256,202
2025-09-30 $34,615,290 258,516
2025-06-30 $24,920,596 256,016
2025-03-31 $19,503,228 268,270
2024-12-31 $6,846,247 94,784
2024-09-30 $21,478,408 26,319
2024-06-30 $28,760,531 27,009
2024-03-31 $27,174,810 27,970
2023-12-31 $17,241,901 22,013