Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,713,204
+$1,892,821 QoQ
Shares Held
8,569
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,226
of 3,103 holders
Holding Since
Jun 2025
5 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, 2026TFR Capital, LLC. holds $7,022,844 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.9% of the industry book) .
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,713,204 | 8,569 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,820,383 | 8,520 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,409,667 | 8,235 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,080,305 | 8,068 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $203,245 | 2,088 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||