Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,981,223
+$11,931,797 QoQ
Shares Held
53,034
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#82
of 875 holders
Holding Since
Dec 2024
7 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, 2026SIERRA SUMMIT ADVISORS LLC holds $57,059,832 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.3% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,981,223 | 53,034 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,049,426 | 51,715 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,646,778 | 73,880 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,862,940 | 73,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,013,586 | 92,599 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $237,002 | 3,260 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,718,739 | 162,242 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||