Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,903,939
+$3,868,970 QoQ
Shares Held
18,240
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#934
of 3,103 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $243,147,628 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
302,050 | $218,382,150 | |
| 2 | ASML |
Asml Holding NV
|
5,564 | $11,069,243 | |
| 3 | LRCX |
Lam Research Corp
This page
|
18,240 | $7,903,939 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
30,151 | $4,032,997 | |
| 5 | PLAB |
Photronics Inc
|
30,700 | $998,671 | |
| 6 | KLAC |
Kla Corp
|
1,845 | $556,654 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,249 | $203,974 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,903,939 | 18,240 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,034,969 | 18,885 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,230,508 | 18,872 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,425,598 | 18,115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,787,259 | 18,361 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,363,125 | 18,750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,445,683 | 20,015 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,638,688 | 2,008 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,062,614 | 1,937 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,843,068 | 1,897 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,473,312 | 1,881 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,184,595 | 1,890 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,215,005 | 1,890 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $972,770 | 1,835 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $771,250 | 1,835 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $684,420 | 1,870 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $813,946 | 1,910 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,040,275 | 1,935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,392,993 | 1,937 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,102,443 | 1,937 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,257,152 | 1,932 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,423,218 | 2,391 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,136,281 | 2,406 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $807,479 | 2,434 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $786,654 | 2,432 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||