Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$684,661
+$283,408 QoQ
Shares Held
1,580
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#2,079
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026Markin Volterra Fund LP holds $2,819,329 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,580 | $684,661 | |
| 2 | KLAC |
Kla Corp
|
2,070 | $624,539 | |
| 3 | AMAT |
Applied Materials Inc /De
|
839 | $606,597 | |
| 4 | ASML |
Asml Holding NV
|
133 | $264,595 | |
| 5 | TER |
Teradyne, Inc
|
471 | $227,888 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
1,474 | $210,177 | |
| 7 | FORM |
Formfactor Inc
|
1,256 | $200,872 |
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,661 | 1,580 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $401,253 | 1,878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,713 | 2,189 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||