Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,366
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,073
of 3,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Navigoe, LLC holds $39,017 across 11 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
15 | $10,845 | |
| 2 | ASML |
Asml Holding NV
|
4 | $7,957 | |
| 3 | LRCX |
Lam Research Corp
This page
|
17 | $7,366 | |
| 4 | KLAC |
Kla Corp
|
20 | $6,034 | |
| 5 | TER |
Teradyne, Inc
|
5 | $2,419 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
23 | $1,983 | |
| 7 | ENTG |
Entegris Inc
|
4 | $719 | |
| 8 | FORM |
Formfactor Inc
|
4 | $639 |
All Filings in LRCX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,366 | 17 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||