SHAKER INVESTMENTS LLC/OH

Position in LRCX — Lam Research Corp

CIK 1009005 CLEVELAND, OH

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,923,062

+$4,480,145 QoQ

Shares Held

11,361

+448.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#1,123

of 3,103 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Technology · as of Jun 30, 2026

SHAKER INVESTMENTS LLC/OH holds $11,913,611 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	11,361	$4,923,062
2	AMAT	Applied Materials Inc /De	6,642	$4,802,166
3	ASML	Asml Holding NV	1,100	$2,188,383

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,923,062	11,361	+448.0%	Shares	Sole	2026-07-15
2026-03-31	$442,917	2,073	+273.5%	Shares	Sole	2026-05-05
2021-12-31	$399,128	555	0.0%	Shares	Sole	2022-02-08
2021-09-30	$315,878	555	0.0%	Shares	Sole	2021-11-08
2021-06-30	$361,138	555	0.0%	Shares	Sole	2021-08-02
2021-03-31	$330,358	555	+0.9%	Shares	Sole	2021-05-05
2020-12-31	$259,748	550	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.