Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,785,445
+$1,401,570 QoQ
Shares Held
6,428
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#1,358
of 3,103 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Navigation Group, LLC holds $4,206,966 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
6,428 | $2,785,445 | |
| 2 | TER |
Teradyne, Inc
|
2,938 | $1,421,521 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,785,445 | 6,428 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,383,875 | 6,477 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||