Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,487,227
+$17,303,555 QoQ
Shares Held
51,894
+71.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#583
of 3,103 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026E20 Capital Ltd holds $164,443,397 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
64,978 | $46,979,094 | |
| 2 | KLAC |
Kla Corp
|
154,980 | $46,759,015 | |
| 3 | LRCX |
Lam Research Corp
This page
|
51,894 | $22,487,227 | |
| 4 | ONTO |
Onto Innovation Inc.
|
56,220 | $21,276,459 | |
| 5 | ENTG |
Entegris Inc
|
109,365 | $19,670,388 | |
| 6 | Q |
Qnity Electronics, Inc.
|
44,524 | $7,271,214 |
All Filings in LRCX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,487,227 | 51,894 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $5,183,672 | 30,282 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||