Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,478,032
+$2,172,641 QoQ
Shares Held
10,334
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,157
of 3,103 holders
Holding Since
Mar 2026
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, 2026Bull Harbor Capital LLC holds $10,180,573 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
10,334 | $4,478,032 | |
| 2 | TER |
Teradyne, Inc
|
5,433 | $2,628,702 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
13,565 | $1,169,709 | |
| 4 | ONTO |
Onto Innovation Inc.
|
1,842 | $697,104 | |
| 5 | KLAC |
Kla Corp
|
2,021 | $609,755 | |
| 6 | AMAT |
Applied Materials Inc /De
|
547 | $395,481 | |
| 7 | IPGP |
Ipg Photonics Corp
|
1,720 | $201,790 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,478,032 | 10,334 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,305,391 | 10,790 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||