CASTLEARK MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1106832 CHICAGO, IL

Position in LRCX

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

Position Value

$122,982,520

+$51,034,652 QoQ

Shares Held

283,808

-15.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

3.76%

of 13F equity value

Holder Rank

#267

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CASTLEARK MANAGEMENT LLC holds $151,003,966 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (81.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	283,808	$122,982,520
2	UCTT	Ultra Clean Holdings, Inc.	95,770	$13,655,844
3	KLIC	Kulicke & Soffa Industries Inc	86,950	$11,630,432
4	CAMT	Camtek Ltd	9,830	$1,603,469
5	TER	Teradyne, Inc	2,339	$1,131,701

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,982,520	283,808	-15.7%	Shares	Sole	2026-08-14
2026-03-31	$71,947,868	336,740	-9.7%	Shares	Sole	2026-05-15
2025-12-31	$63,828,913	372,876	-26.0%	Shares	Sole	2026-02-13
2025-09-30	$67,501,668	504,120	-3.5%	Shares	Sole	2025-11-17
2025-06-30	$50,874,751	522,650	+130.3%	Shares	Sole	2025-08-18
2025-03-31	$16,498,392	226,938	+87.1%	Shares	Sole	2025-05-15
2024-12-31	$8,760,054	121,280	+116.7%	Shares	Sole	2025-02-18
2024-09-30	$45,683,342	55,979	-1.4%	Shares	Sole	2024-11-15
2024-06-30	$60,485,609	56,802	+4.8%	Shares	Sole	2024-08-14
2024-03-31	$52,661,037	54,202	+2.7%	Shares	Sole	2024-05-16
2023-12-31	$41,349,861	52,792	-1.3%	Shares	Sole	2024-02-15
2023-09-30	$33,529,061	53,495	-8.7%	Shares	Sole	2023-11-15
2023-06-30	$37,674,810	58,605	+0.2%	Shares	Sole	2023-08-16
2023-03-31	$30,998,767	58,475	-1.5%	Shares	Sole	2023-05-16
2022-12-31	$24,961,617	59,390	-25.5%	Shares	Sole	2023-02-10
2022-09-30	$29,166,540	79,690	-18.0%	Shares	Sole	2022-11-15
2022-06-30	$41,404,734	97,160	+5.0%	Shares	Sole	2022-08-16
2022-03-31	$49,745,053	92,530	-5.1%	Shares	Sole	2022-05-16
2021-12-31	$70,088,359	97,460	-0.2%	Shares	Sole	2022-02-16
2021-09-30	$55,588,880	97,670	-11.9%	Shares	Sole	2021-11-12
2021-06-30	$72,172,390	110,915	-6.7%	Shares	Sole	2021-08-17
2021-03-31	$70,753,202	118,865	-3.1%	Shares	Sole	2021-05-14
2020-12-31	$57,961,697	122,730	+20.3%	Shares	Sole	2021-02-17
2020-09-30	$33,838,500	102,000	+11.7%	Shares	Sole	2020-11-16
2020-06-30	$29,535,132	91,310	+17.4%	Shares	Sole	2020-08-14
2020-03-31	$18,669,600	77,790	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.