Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,581,290
New position
Shares Held
12,880
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#1,072
of 3,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Kultura Capital Management LP holds $58,449,828 across 6 Semiconductor Equipment & Materials names. LRCX ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
23,200 | $16,773,600 | |
| 2 | COHU |
Cohu Inc
|
157,357 | $11,630,255 | |
| 3 | AEHR |
Aehr Test Systems
|
117,865 | $11,322,111 | |
| 4 | ASML |
Asml Holding NV
|
4,200 | $8,355,647 | |
| 5 | LRCX |
Lam Research Corp
This page
|
12,880 | $5,581,290 | |
| 6 | ACMR |
ACM Research, Inc.
|
37,725 | $4,786,925 |
All Filings in LRCX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,581,290 | 12,880 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||