Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,320,997
+$6,752,875 QoQ
Shares Held
30,741
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
#752
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Ravenswood Partners LP holds $19,927,926 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
30,741 | $13,320,997 | |
| 2 | ASML |
Asml Holding NV
|
3,321 | $6,606,929 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,320,997 | 30,741 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,568,122 | 30,741 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,774,378 | 57,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,127,660 | 75,636 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||