Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,757,530
+$2,419,235 QoQ
Shares Held
10,979
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,131
of 3,103 holders
Holding Since
Dec 2024
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, 2026Sovran Advisors, LLC holds $15,431,696 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.8% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,757,530 | 10,979 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,338,295 | 10,944 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,507,239 | 8,805 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $402,637 | 3,007 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $312,461 | 3,210 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $223,335 | 3,092 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||