Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$340,597
+$16,383 QoQ
Shares Held
786
-58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,546
of 3,103 holders
Holding Since
Mar 2025
4 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, 2026Cloud Capital Management, LLC holds $1,096,455 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.1% of the industry book) .
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,597 | 786 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $324,214 | 1,894 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $83,285 | 622 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $43,474 | 598 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||