Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,996,169
+$2,027,720 QoQ
Shares Held
9,222
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.77%
of 13F equity value
Holder Rank
#1,202
of 3,103 holders
Holding Since
Mar 2025
6 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, 2026Seek First Inc. holds $8,124,792 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (49.2% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,996,169 | 9,222 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,968,449 | 9,213 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,575,027 | 9,201 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,254,107 | 9,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $909,739 | 9,346 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $677,055 | 9,313 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||