Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61,141,799
+$44,749,946 QoQ
Shares Held
286,164
+198.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.29376161921137.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7062383807886387.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $599,978,584 across 25 Semiconductor Equipment & Materials names. LRCX ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
183,763 | $242,719,682 | |
| 2 | AMAT |
Applied Materials Inc /De
|
465,418 | $159,075,217 | |
| 3 | LRCX |
Lam Research Corp
This page
|
286,164 | $61,141,799 | |
| 4 | ENTG |
Entegris Inc
|
423,998 | $49,709,524 | |
| 5 | FORM |
Formfactor Inc
|
429,980 | $41,703,759 | |
| 6 | KLAC |
Kla Corp
|
121,580 | $17,901,560 | |
| 7 | Q |
Qnity Electronics, Inc.
|
121,074 | $13,969,518 | |
| 8 | TER |
Teradyne, Inc
|
30,856 | $9,147,569 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,141,799 | 286,164 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,391,853 | 95,758 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,418,589 | 85,277 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,650,975 | 58,054 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,510,246 | 48,284 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,441,662 | 33,804 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||