NORTH POINT PORTFOLIO MANAGERS CORP/OH
Position in LRCX — Lam Research Corp
CIK 1105344
ORANGE VILLAGE, OH
Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$207,998
New position
Shares Held
480
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,857
of 3,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NORTH POINT PORTFOLIO MANAGERS CORP/OH holds $32,862,664 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
16,414 | $32,654,666 | |
| 2 | LRCX |
Lam Research Corp
This page
|
480 | $207,998 |
All Filings in LRCX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,998 | 480 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||