Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$561,595
+$322,724 QoQ
Shares Held
1,296
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,219
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, 20261015 Capital Partners, LLC holds $1,233,271 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,879 | $566,913 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,296 | $561,595 | |
| 3 | AMAT |
Applied Materials Inc /De
|
72 | $52,056 | |
| 4 | ONTO |
Onto Innovation Inc.
|
74 | $28,005 | |
| 5 | ASML |
Asml Holding NV
|
10 | $19,894 | |
| 6 | TER |
Teradyne, Inc
|
7 | $3,386 | |
| 7 | ENTG |
Entegris Inc
|
7 | $1,259 | |
| 8 | Q |
Qnity Electronics, Inc.
|
1 | $163 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,595 | 1,296 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $238,871 | 1,118 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $181,964 | 1,063 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||