Position in LRCX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,417,634
-$1,487,804 QoQ
Shares Held
6,635
-60.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Jefferies Financial Group Inc. holds $52,131,560 across 9 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
127,606 | $43,614,454 | |
| 2 | AXTI |
Axt Inc
|
52,955 | $3,017,375 | |
| 3 | TER |
Teradyne, Inc
|
5,036 | $1,492,972 | |
| 4 | LRCX |
Lam Research Corp
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|
6,635 | $1,417,634 | |
| 5 | ASML |
Asml Holding NV
|
941 | $1,242,901 | |
| 6 | CAMT |
Camtek Ltd
|
4,338 | $657,684 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,489 | $305,349 | |
| 8 | ENTG |
Entegris Inc
|
1,789 | $209,742 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,417,634 | 6,635 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,905,438 | 16,973 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,963,643 | 14,665 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,463,312 | 15,033 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $413,517 | 5,688 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,659,822 | 92,203 | Shares | Defined | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||