Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$696,361
+$457,917 QoQ
Shares Held
1,607
+44.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,062
of 3,103 holders
Holding Since
Sep 2020
14 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, 2026CONNABLE OFFICE INC holds $15,082,242 across 7 Semiconductor Equipment & Materials names. LRCX ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
27,374 | $8,259,009 | |
| 2 | ASML |
Asml Holding NV
|
1,633 | $3,248,755 | |
| 3 | FORM |
Formfactor Inc
|
7,444 | $1,190,518 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
12,498 | $1,077,702 | |
| 5 | LRCX |
Lam Research Corp
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|
1,607 | $696,361 | |
| 6 | ENTG |
Entegris Inc
|
1,775 | $319,251 | |
| 7 | AMAT |
Applied Materials Inc /De
|
402 | $290,646 |
All Filings in LRCX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,361 | 1,607 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $238,444 | 1,116 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $275,599 | 1,610 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $215,579 | 1,610 | Shares | Sole | 2025-11-06 | |
| 2022-12-31 | $1,772,405 | 4,217 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,543,422 | 4,217 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,800,483 | 4,225 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,271,402 | 4,225 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,430,727 | 3,380 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,933,971 | 3,398 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,218,887 | 3,410 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,020,244 | 3,394 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,911,276 | 4,047 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,342,592 | 4,047 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||