Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,823,703
+$3,299,722 QoQ
Shares Held
8,824
+188.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,216
of 3,103 holders
Holding Since
Dec 2025
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, 2026Persistent Asset Partners Ltd holds $19,704,749 across 10 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
7,780 | $5,624,940 | |
| 2 | KLAC |
Kla Corp
|
16,442 | $4,960,715 | |
| 3 | LRCX |
Lam Research Corp
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|
8,824 | $3,823,703 | |
| 4 | ONTO |
Onto Innovation Inc.
|
5,947 | $2,250,642 | |
| 5 | ENTG |
Entegris Inc
|
11,568 | $2,080,620 | |
| 6 | Q |
Qnity Electronics, Inc.
|
4,844 | $791,073 | |
| 7 | ACMR |
ACM Research, Inc.
|
573 | $72,707 | |
| 8 | FORM |
Formfactor Inc
|
267 | $42,701 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,823,703 | 8,824 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $523,981 | 3,061 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||