MITCHELL CAPITAL MANAGEMENT CO

Position in LRCX — Lam Research Corp

CIK 1080351 LEAWOOD, KS

Position in LRCX

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

Position Value

$1,036,958

+$525,670 QoQ

Shares Held

2,393

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,854

of 3,103 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MITCHELL CAPITAL MANAGEMENT CO holds $18,047,453 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	17,380	$8,409,139
2	AMAT	Applied Materials Inc /De	10,962	$7,925,526
3	LRCX	Lam Research Corp This page	2,393	$1,036,958
4	KLAC	Kla Corp	2,240	$675,830

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,036,958	2,393	0.0%	Shares	Sole	2026-07-30
2026-03-31	$511,288	2,393	0.0%	Shares	Sole	2026-05-11
2025-12-31	$409,633	2,393	0.0%	Shares	Sole	2026-02-10
2025-09-30	$320,422	2,393	+346.5%	Shares	Sole	2025-11-06
2024-03-31	$520,761	536	+10.7%	Shares	Sole	2024-05-06
2023-12-31	$379,097	484	0.0%	Shares	Sole	2024-02-13
2023-09-30	$303,356	484	0.0%	Shares	Sole	2023-11-03
2023-06-30	$311,144	484	0.0%	Shares	Sole	2023-08-08
2023-03-31	$256,578	484	0.0%	Shares	Sole	2023-05-08
2022-12-31	$203,425	484	-88.2%	Shares	Sole	2023-02-13
2022-09-30	$1,499,502	4,097	+2.2%	Shares	Sole	2022-10-28
2022-06-30	$1,708,861	4,010	+5.3%	Shares	Sole	2022-07-29
2022-03-31	$2,047,218	3,808	+3.6%	Shares	Sole	2022-04-29
2021-12-31	$2,644,314	3,677	+2.3%	Shares	Sole	2022-01-28
2021-09-30	$2,045,525	3,594	+3.3%	Shares	Sole	2021-11-02
2021-06-30	$2,263,785	3,479	+8.9%	Shares	Sole	2021-08-10
2021-03-31	$1,901,196	3,194	+11.8%	Shares	Sole	2021-04-29
2020-12-31	$1,349,747	2,858	+7.9%	Shares	Sole	2021-02-08
2020-09-30	$878,474	2,648	+2.9%	Shares	Sole	2020-11-10
2020-06-30	$832,586	2,574	+2.3%	Shares	Sole	2020-07-29
2020-03-31	$603,600	2,515	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.