Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,769,286
-$106,602,033 QoQ
Shares Held
4,083
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,552
of 3,103 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MAVERICK CAPITAL LTD holds $16,975,680 across 18 Semiconductor Equipment & Materials names. LRCX ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
980 | $1,949,651 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,468 | $1,784,364 | |
| 3 | LRCX |
Lam Research Corp
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|
4,083 | $1,769,286 | |
| 4 | KLAC |
Kla Corp
|
5,599 | $1,689,274 | |
| 5 | TER |
Teradyne, Inc
|
2,101 | $1,016,547 | |
| 6 | ENTG |
Entegris Inc
|
4,801 | $863,507 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,896 | $799,565 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,075 | $785,283 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,286 | 4,083 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $108,371,319 | 633,084 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,217,384 | 16,560 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,600,074 | 16,438 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,559,142 | 695,449 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,114,257 | 693,815 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,632,346 | 27,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,837,097 | 28,020 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,624,395 | 29,462 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,701,001 | 27,706 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,431,727 | 27,812 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,181,366 | 28,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51,002,315 | 96,209 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $65,091,020 | 154,868 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $65,310,870 | 178,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $72,462,119 | 170,039 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $75,315,397 | 140,093 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,241,182 | 279,832 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $154,195,256 | 270,922 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $112,103,246 | 172,281 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $171,422,572 | 287,989 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $267,799,758 | 567,048 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $244,054,209 | 735,657 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $75,006,492 | 231,888 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,898,160 | 20,409 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||