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Equibles

Jefferies Financial Group Inc.

Position in LRCX — Lam Research Corp

CIK 96223 NEW YORK, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$53,496,321
+$52,078,687 QoQ
Shares Held
123,454
+1760.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Mar 31, 2024
CallValue
$0
CallShares
0
PutValue
$22,248,953
PutShares
229,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $239,293,194 across 12 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 127,897 $92,469,531
2 ASML
Asml Holding NV
 32,000 $63,662,076
3 LRCX
Lam Research Corp
This page 		123,454 $53,496,321
4 AMKR
Amkor Technology, Inc.
 156,449 $13,490,597
5 ONTO
Onto Innovation Inc.
 10,601 $4,011,948
6 KLAC
Kla Corp
 10,337 $3,118,776
7 AXTI
Axt Inc
 39,355 $2,836,708
8 TER
Teradyne, Inc
 4,233 $2,048,094

All Filings in LRCX

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $53,496,321 123,454
2026-03-31 $1,417,634 6,635
2025-12-31 $2,905,438 16,973
2025-09-30 $1,963,643 14,665
2025-06-30 $1,463,312 15,033
2025-03-31 $413,517 5,688
2024-12-31 $6,659,822 92,203
2024-09-30 $5,808,041 7,117
2024-06-30 $5,612,824 5,271
2024-03-31 $22,248,953 22,900
2024-03-31 $23,609,151 24,300
2023-09-30 $1,570,685 2,506
2023-06-30 $428,144 666
2022-12-31 $13,659,750 32,500
2022-12-31 $1,861,088 4,428