Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,597,072
+$1,691,439 QoQ
Shares Held
8,301
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#1,242
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, 2026Sunpointe, LLC holds $7,734,461 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (46.5% 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 | $3,597,072 | 8,301 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,905,633 | 8,919 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,413,262 | 8,256 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,099,720 | 8,213 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $802,762 | 8,247 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $652,046 | 8,969 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $651,803 | 9,024 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $767,115 | 940 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $991,375 | 931 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $888,986 | 915 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $715,899 | 914 | Shares | Defined | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||