Sculptor Capital LP

Position in LRCX — Lam Research Corp

CIK 1054587 New York, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,186,496

-$73,746,844 QoQ

Shares Held

51,200

-88.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#590

of 3,119 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sculptor Capital LP holds $190,480,363 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	63,600	$126,528,377
2	AMAT	Applied Materials Inc /De	38,300	$27,690,900
3	LRCX	Lam Research Corp This page	51,200	$22,186,496
4	KLAC	Kla Corp	25,000	$7,542,750
5	TER	Teradyne, Inc	13,500	$6,531,840

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,186,496	51,200	-88.6%	Shares	Sole	2026-08-14
2026-03-31	$95,933,340	449,000	—	Shares	Defined	2026-05-15
No filing history on record for this holder in this stock.