Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,128,750
+$4,903,908 QoQ
Shares Held
64,913
-40.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.75%
of 13F equity value
Holder Rank
#534
of 3,103 holders
Holding Since
Mar 2025
6 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, 2026Science & Technology Partners, L.P. holds $59,753,656 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
64,913 | $28,128,750 | |
| 2 | AEHR |
Aehr Test Systems
|
249,000 | $23,918,940 | |
| 3 | AMAT |
Applied Materials Inc /De
|
5,670 | $4,099,410 | |
| 4 | KLAC |
Kla Corp
|
9,369 | $2,826,720 | |
| 5 | TER |
Teradyne, Inc
|
1,121 | $542,384 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,454 | $237,452 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,128,750 | 64,913 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,224,842 | 108,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,993,824 | 116,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,743,030 | 87,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,671,740 | 161,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,982,835 | 96,050 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||