Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,939,610
+$7,393,210 QoQ
Shares Held
36,784
-8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#695
of 3,103 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $40,448,328 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
36,784 | $15,939,610 | |
| 2 | KLAC |
Kla Corp
|
44,949 | $13,561,562 | |
| 3 | ASML |
Asml Holding NV
|
2,166 | $4,309,126 | |
| 4 | TER |
Teradyne, Inc
|
3,678 | $1,779,563 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,225 | $1,608,675 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
8,276 | $1,567,888 | |
| 7 | PLAB |
Photronics Inc
|
15,849 | $515,567 | |
| 8 | ENTG |
Entegris Inc
|
2,774 | $498,931 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,939,610 | 36,784 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,546,400 | 40,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,112,529 | 41,550 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||