Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,519,726
+$11,472,650 QoQ
Shares Held
51,969
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#582
of 3,103 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $48,439,494 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
51,969 | $22,519,726 | |
| 2 | KLAC |
Kla Corp
|
29,520 | $8,906,479 | |
| 3 | AMAT |
Applied Materials Inc /De
|
10,155 | $7,342,065 | |
| 4 | ASML |
Asml Holding NV
|
2,031 | $4,040,552 | |
| 5 | NVMI |
Nova Ltd.
|
3,382 | $1,836,223 | |
| 6 | TER |
Teradyne, Inc
|
2,193 | $1,061,061 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
4,440 | $593,894 | |
| 8 | FORM |
Formfactor Inc
|
3,209 | $513,215 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,519,726 | 51,969 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,047,076 | 51,704 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,426,916 | 60,912 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,337,487 | 47,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,784,436 | 18,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $350,922 | 4,827 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||