Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,284,390
+$1,000,436 QoQ
Shares Held
2,964
+123.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,740
of 3,103 holders
Holding Since
Dec 2023
10 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, 2026Sivia Capital Partners, LLC holds $10,423,657 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,988 | $3,955,006 | |
| 2 | TER |
Teradyne, Inc
|
4,608 | $2,229,534 | |
| 3 | LRCX |
Lam Research Corp
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|
2,964 | $1,284,390 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
12,113 | $1,044,503 | |
| 5 | AMAT |
Applied Materials Inc /De
|
1,372 | $991,956 | |
| 6 | KLAC |
Kla Corp
|
1,660 | $500,838 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,103 | $417,430 |
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,390 | 2,964 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $283,954 | 1,329 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $777,499 | 4,542 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $524,888 | 3,920 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $338,937 | 3,482 | Shares | Sole | 2025-09-24 | |
| 2025-03-31 | $268,408 | 3,692 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $215,389 | 2,982 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $356,724 | 335 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $280,783 | 289 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $220,096 | 281 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||