Position in LRCX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$87,099
+$44,154 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#2,961
of 3,103 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Torren Management, LLC holds $251,135 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
201 | $87,099 | |
| 2 | AMAT |
Applied Materials Inc /De
|
116 | $83,868 | |
| 3 | KLAC |
Kla Corp
|
190 | $57,324 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
97 | $8,364 | |
| 5 | TER |
Teradyne, Inc
|
11 | $5,322 | |
| 6 | FORM |
Formfactor Inc
|
24 | $3,838 | |
| 7 | IPGP |
Ipg Photonics Corp
|
18 | $2,111 | |
| 8 | VECO |
Veeco Instruments Inc
|
18 | $1,364 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,099 | 201 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $42,945 | 201 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $289,294 | 1,690 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||