Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,479,860
+$12,538,688 QoQ
Shares Held
51,877
+11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#584
of 3,103 holders
Holding Since
Jun 2020
20 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, 2026OPPENHEIMER & CO INC holds $128,963,234 across 11 Semiconductor Equipment & Materials names. LRCX ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
45,900 | $33,185,700 | |
| 2 | ASML |
Asml Holding NV
|
11,594 | $23,065,566 | |
| 3 | LRCX |
Lam Research Corp
This page
|
51,877 | $22,479,860 | |
| 4 | KLAC |
Kla Corp
|
72,076 | $21,746,049 | |
| 5 | TER |
Teradyne, Inc
|
43,803 | $21,193,643 | |
| 6 | ONTO |
Onto Innovation Inc.
|
10,931 | $4,136,836 | |
| 7 | Q |
Qnity Electronics, Inc.
|
8,790 | $1,435,494 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
7,659 | $660,435 |
All Filings in LRCX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,479,860 | 51,877 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,941,172 | 46,528 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,772,323 | 57,088 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,564,854 | 19,155 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,204,556 | 22,648 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,654,143 | 22,753 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,540,015 | 21,321 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,501,587 | 1,840 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,390,588 | 2,245 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $455,666 | 469 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,993,396 | 2,545 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,729,258 | 2,759 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,698,436 | 2,642 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,113,782 | 2,101 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $303,212 | 564 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $455,221 | 633 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $964,709 | 1,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $590,184 | 907 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $452,977 | 761 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $369,067 | 1,141 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||