Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$892,226
+$564,045 QoQ
Shares Held
2,059
+34.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,936
of 3,103 holders
Holding Since
Mar 2026
2 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, 2026Thompson David Blair holds $3,479,519 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.6% of the industry book) .
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,226 | 2,059 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $328,181 | 1,536 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||