Position in LRCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,020,491
+$497,879 QoQ
Shares Held
2,355
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,867
of 3,103 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LRI Investments, LLC holds $4,767,814 across 13 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
765 | $1,521,921 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,650 | $1,192,950 | |
| 3 | LRCX |
Lam Research Corp
This page
|
2,355 | $1,020,491 | |
| 4 | TER |
Teradyne, Inc
|
679 | $328,526 | |
| 5 | KLAC |
Kla Corp
|
990 | $298,692 | |
| 6 | ONTO |
Onto Innovation Inc.
|
525 | $198,686 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,038 | $169,515 | |
| 8 | ENTG |
Entegris Inc
|
129 | $23,201 |
All Filings in LRCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,491 | 2,355 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $522,612 | 2,446 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $252,490 | 1,475 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $240,483 | 1,796 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $218,332 | 2,243 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $156,668 | 2,155 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $177,685 | 2,460 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $191,680 | 2,563 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $355,659 | 334 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $172,939 | 178 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||