Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,563,900
+$3,851,202 QoQ
Shares Held
19,763
-10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#902
of 3,103 holders
Holding Since
Mar 2020
11 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, 2026HIGHLAND CAPITAL MANAGEMENT, LLC holds $24,943,666 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
19,763 | $8,563,900 | |
| 2 | AMAT |
Applied Materials Inc /De
|
10,946 | $7,913,958 | |
| 3 | KLAC |
Kla Corp
|
18,625 | $5,619,348 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | COHU |
Cohu Inc
|
6,725 | $497,044 | |
| 6 | VECO |
Veeco Instruments Inc
|
6,301 | $477,615 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,523 | $471,236 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,563,900 | 19,763 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,712,698 | 22,057 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,556,744 | 14,936 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $298,597 | 2,230 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $217,068 | 2,230 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $237,461 | 223 | Shares | Sole | 2024-07-25 | |
| 2021-09-30 | $341,490 | 600 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $390,420 | 600 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $357,144 | 600 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $236,135 | 500 | Shares | Sole | 2021-01-21 | |
| 2020-03-31 | $240,000 | 1,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||