Hilton Head Capital Partners, LLC
Position in LRCX — Lam Research Corp
CIK 2109913
HILTON HEAD ISLAND, SC
Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,608,464
+$2,302,432 QoQ
Shares Held
10,635
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#1,146
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, 2026Hilton Head Capital Partners, LLC holds $6,314,337 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
10,635 | $4,608,464 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,030 | $1,467,690 | |
| 3 | KLAC |
Kla Corp
|
280 | $84,478 | |
| 4 | TER |
Teradyne, Inc
|
149 | $72,092 | |
| 5 | Q |
Qnity Electronics, Inc.
|
322 | $52,585 | |
| 6 | ASML |
Asml Holding NV
|
7 | $13,926 | |
| 7 | AXTI |
Axt Inc
|
150 | $10,812 | |
| 8 | AMBA |
Ambarella Inc
|
50 | $4,290 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,608,464 | 10,635 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,306,032 | 10,793 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,796,191 | 10,493 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||