Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,724,414
+$3,423,154 QoQ
Shares Held
15,518
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,004
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, 2026PCM Encore, LLC holds $15,141,458 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
15,518 | $6,724,414 | |
| 2 | ASML |
Asml Holding NV
|
1,433 | $2,850,867 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,423 | $2,474,829 | |
| 4 | ONTO |
Onto Innovation Inc.
|
2,646 | $1,001,378 | |
| 5 | KLAC |
Kla Corp
|
2,354 | $710,225 | |
| 6 | ATOM |
Atomera Inc
|
52,260 | $455,184 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,461 | $401,905 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
3,383 | $291,716 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,724,414 | 15,518 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,301,260 | 15,451 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,577,457 | 15,057 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||