Integrated Quantitative Investments LLC
Position in LRCX — Lam Research Corp
CIK 2046834
BELLEVUE, WA
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$380,030
-$1,536,072 QoQ
Shares Held
877
-90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,480
of 3,103 holders
Holding Since
Mar 2026
2 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, 2026Integrated Quantitative Investments LLC holds $20,212,102 across 11 Semiconductor Equipment & Materials names. LRCX ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
2,303 | $4,581,680 | |
| 2 | FORM |
Formfactor Inc
|
24,193 | $3,869,186 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
25,451 | $3,404,325 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
17,649 | $3,343,603 | |
| 5 | COHU |
Cohu Inc
|
36,758 | $2,716,783 | |
| 6 | AXTI |
Axt Inc
|
8,000 | $576,640 | |
| 7 | LRCX |
Lam Research Corp
This page
|
877 | $380,030 | |
| 8 | ASYS |
Amtech Systems Inc
|
15,359 | $354,485 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,030 | 877 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,916,102 | 8,968 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||