CYPRESS ASSET MANAGEMENT INC/TX

Position in LRCX — Lam Research Corp

CIK 1030618 HOUSTON, TX

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,252,323

+$639,119 QoQ

Shares Held

2,890

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,753

of 3,103 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Technology · as of Jun 30, 2026

CYPRESS ASSET MANAGEMENT INC/TX holds $27,858,724 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	23,172	$16,753,356
2	KLAC	Kla Corp	17,250	$5,204,497
3	ASML	Asml Holding NV	2,108	$4,193,739
4	LRCX	Lam Research Corp This page	2,890	$1,252,323
5	TER	Teradyne, Inc	940	$454,809

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,323	2,890	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$613,204	2,870	+0.7%	Shares	Sole	2026-08-07
2025-12-31	$487,863	2,850	0.0%	Shares	Sole	2026-01-29
2025-09-30	$381,615	2,850	+3.6%	Shares	Sole	2025-11-12
2025-06-30	$267,685	2,750	+1471.4%	Shares	Sole	2025-08-14
2024-03-31	$170,024	175	-36.4%	Shares	Sole	2024-06-11
2023-12-31	$215,396	275	+27.9%	Shares	Sole	2024-02-09
2023-06-30	$138,214	215	-33.8%	Shares	Sole	2023-08-14
2021-12-31	$233,723	325	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.