Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,635,018
+$22,770,621 QoQ
Shares Held
84,543
+30.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#477
of 3,103 holders
Holding Since
Jun 2020
25 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, 2026KING LUTHER CAPITAL MANAGEMENT CORP holds $107,558,799 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
54,146 | $39,147,558 | |
| 2 | LRCX |
Lam Research Corp
This page
|
84,543 | $36,635,018 | |
| 3 | Q |
Qnity Electronics, Inc.
|
87,100 | $14,224,301 | |
| 4 | KLAC |
Kla Corp
|
39,660 | $11,965,818 | |
| 5 | ASML |
Asml Holding NV
|
2,522 | $5,017,367 | |
| 6 | ENTG |
Entegris Inc
|
1,618 | $291,013 | |
| 7 | TER |
Teradyne, Inc
|
574 | $277,724 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,635,018 | 84,543 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,864,397 | 64,890 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,729,767 | 68,523 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,261,589 | 99,041 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,528,612 | 97,890 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,026,673 | 96,653 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,516,976 | 104,070 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,522,747 | 15,345 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,863,282 | 13,019 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,815,725 | 14,220 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,128,672 | 10,378 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,735,270 | 10,746 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,877,959 | 10,699 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,601,778 | 10,567 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,306,814 | 10,247 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,572,526 | 9,761 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,999,843 | 9,386 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,697,189 | 5,017 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,755,782 | 3,832 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,113,823 | 3,714 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,427,111 | 3,730 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,920,244 | 3,226 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,490,956 | 3,157 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $591,178 | 1,782 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $219,629 | 679 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||