Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$869,693
+$480,601 QoQ
Shares Held
2,007
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,950
of 3,103 holders
Holding Since
Dec 2025
2 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, 2026Capstone Capital Management Ltd holds $19,767,629 across 12 Semiconductor Equipment & Materials names. LRCX ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
13,302 | $4,013,346 | |
| 2 | AXTI |
Axt Inc
|
36,591 | $2,637,479 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,064 | $2,215,272 | |
| 4 | FORM |
Formfactor Inc
|
13,243 | $2,117,952 | |
| 5 | ACMR |
ACM Research, Inc.
|
16,643 | $2,111,830 | |
| 6 | AEHR |
Aehr Test Systems
|
21,867 | $2,100,544 | |
| 7 | ONTO |
Onto Innovation Inc.
|
4,432 | $1,677,290 | |
| 8 | LRCX |
Lam Research Corp
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|
2,007 | $869,693 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,693 | 2,007 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $389,092 | 2,273 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||