Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$316,554,929
+$167,604,000 QoQ
Shares Held
730,517
+4.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#145
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,463,983,780 across 22 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
688,877 | $498,058,071 | |
| 2 | ASML |
Asml Holding NV
|
213,785 | $425,312,405 | |
| 3 | LRCX |
Lam Research Corp
This page
|
730,517 | $316,554,929 | |
| 4 | KLAC |
Kla Corp
|
476,005 | $143,615,465 | |
| 5 | Q |
Qnity Electronics, Inc.
|
89,163 | $14,561,207 | |
| 6 | TER |
Teradyne, Inc
|
27,147 | $13,134,802 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,335 | $10,723,379 | |
| 8 | ENTG |
Entegris Inc
|
47,686 | $8,576,802 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,554,929 | 730,517 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $148,950,929 | 697,140 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $126,063,625 | 736,439 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $109,056,594 | 814,463 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $81,028,732 | 832,430 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,020,931 | 701,801 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $45,964,208 | 636,359 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $52,196,474 | 63,960 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $74,299,906 | 69,775 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,020,029 | 76,186 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $60,131,650 | 76,771 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $43,999,251 | 70,200 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $43,223,332 | 67,236 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,669,652 | 67,286 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,488,666 | 70,161 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $26,542,686 | 72,521 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,789,509 | 74,597 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $40,688,472 | 75,684 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $54,728,751 | 76,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,148,977 | 70,542 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,766,878 | 61,114 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $37,217,379 | 62,525 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,280,329 | 66,234 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $21,792,325 | 65,689 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,477,557 | 69,491 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,573,280 | 73,222 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||