Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,409,873
+$2,730,007 QoQ
Shares Held
7,869
+147.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,276
of 3,121 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GAMCO INVESTORS, INC. ET AL holds $37,611,489 across 6 Semiconductor Equipment & Materials names. LRCX ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
15,770 | $11,401,710 | |
| 2 | ASML |
Asml Holding NV
|
5,104 | $10,154,101 | |
| 3 | Q |
Qnity Electronics, Inc.
|
49,215 | $8,037,301 | |
| 4 | ENTG |
Entegris Inc
|
19,956 | $3,589,286 | |
| 5 | LRCX |
Lam Research Corp
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|
7,869 | $3,409,873 | |
| 6 | AMBA |
Ambarella Inc
|
11,879 | $1,019,218 |
All Filings in LRCX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,409,873 | 7,869 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $679,866 | 3,182 | Shares | Sole | 2026-05-14 | |
| 2023-03-31 | $265,060 | 500 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $2,729,983 | 5,078 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $3,646,809 | 5,071 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,947,627 | 5,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,374,530 | 5,186 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,907,747 | 4,885 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,270,201 | 4,807 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,698,891 | 5,121 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,653,850 | 5,113 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $636,480 | 2,652 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||