Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,246,382
+$1,109,498 QoQ
Shares Held
5,184
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#1,431
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026May Hill Capital, LLC holds $6,056,465 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (37.1% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,246,382 | 5,184 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,136,884 | 5,321 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,080,488 | 6,312 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $1,011,212 | 7,552 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $834,203 | 8,570 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $585,235 | 8,050 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $558,337 | 7,730 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||