Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$30,038,435
+$15,291,622 QoQ
Shares Held
69,320
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.22%
of 13F equity value
Holder Rank
#515
of 3,103 holders
Holding Since
Jun 2025
5 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, 2026Westerkirk Capital Inc. holds $84,334,101 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (35.6% of the industry book) .
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,038,435 | 69,320 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,746,813 | 69,020 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,550,917 | 73,320 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,773,768 | 43,120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,635,038 | 47,617 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||