Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,785,319
+$1,060,585 QoQ
Shares Held
4,120
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,545
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, 2026OPAL CAPITAL LLC holds $13,674,211 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
5,976 | $11,888,892 | |
| 2 | LRCX |
Lam Research Corp
This page
|
4,120 | $1,785,319 |
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,785,319 | 4,120 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $724,734 | 3,392 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $507,891 | 2,967 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||