Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,090,335
+$21,115,191 QoQ
Shares Held
99,440
-3.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
20.05%
of 13F equity value
Holder Rank
#442
of 3,103 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Dec 31, 2025CallValue
$1,061,316
CallShares
6,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Miller Capital Partners, Inc. holds $64,172,982 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (67.1% of the industry book) .
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,090,335 | 99,440 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,975,144 | 102,851 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,061,316 | 6,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $16,775,811 | 98,001 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||