Position in LRCX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,413,955
+$745,200 QoQ
Shares Held
3,263
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,676
of 3,103 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$216,665
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Westmount Partners, LLC holds $2,786,937 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.7% of the industry book) .
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,955 | 3,263 | Shares | Sole | 2026-07-07 | |
| 2026-06-30 | $216,665 | 500 | Call | Sole | 2026-07-07 | |
| 2026-03-31 | $668,755 | 3,130 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $529,973 | 3,096 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $414,554 | 3,096 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $301,267 | 3,095 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $225,006 | 3,095 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $252,984 | 310 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $332,233 | 312 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $320,618 | 330 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $242,027 | 309 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||