HOLDERNESS INVESTMENTS CO

Position in LRCX — Lam Research Corp

CIK 1184820 GREENSBORO, NC

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,340,540

+$1,727,194 QoQ

Shares Held

7,709

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,276

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HOLDERNESS INVESTMENTS CO holds $55,779,554 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	60,522	$43,757,406
2	KLAC	Kla Corp	22,310	$6,731,150
3	LRCX	Lam Research Corp This page	7,709	$3,340,540
4	ASML	Asml Holding NV	639	$1,271,252
5	Q	Qnity Electronics, Inc.	4,159	$679,206

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,340,540	7,709	+2.1%	Shares	Sole	2026-08-12
2026-03-31	$1,613,346	7,551	+7.6%	Shares	Sole	2026-05-12
2025-12-31	$1,201,512	7,019	+5.5%	Shares	Sole	2026-02-10
2025-09-30	$891,104	6,655	+9.4%	Shares	Sole	2025-11-12
2025-06-30	$592,021	6,082	+0.0%	Shares	Sole	2025-08-12
2025-03-31	$442,088	6,081	0.0%	Shares	Sole	2025-05-13
2024-12-31	$439,230	6,081	+890.4%	Shares	Sole	2025-02-11
2024-09-30	$501,073	614	+5.3%	Shares	Sole	2024-11-12
2024-06-30	$620,807	583	+6.8%	Shares	Sole	2024-08-13
2024-03-31	$530,477	546	0.0%	Shares	Sole	2024-05-13
2023-12-31	$427,659	546	0.0%	Shares	Sole	2024-02-13
2023-09-30	$342,216	546	0.0%	Shares	Sole	2023-11-15
2023-06-30	$351,001	546	+1.9%	Shares	Sole	2023-08-15
2023-03-31	$284,144	536	0.0%	Shares	Sole	2023-05-12
2022-12-31	$225,280	536	-3.6%	Shares	Sole	2023-02-13
2022-06-30	$236,939	556	-63.6%	Shares	Sole	2022-08-15
2022-03-31	$822,005	1,529	-0.6%	Shares	Sole	2022-05-12
2021-12-31	$1,106,771	1,539	0.0%	Shares	Sole	2022-02-09
2021-09-30	$875,921	1,539	+2.7%	Shares	Sole	2021-11-12
2021-06-30	$975,399	1,499	+2.1%	Shares	Sole	2021-08-09
2021-03-31	$873,812	1,468	+1.2%	Shares	Sole	2021-05-11
2020-12-31	$684,791	1,450	+7.4%	Shares	Sole	2021-02-05
2020-09-30	$447,862	1,350	-3.6%	Shares	Sole	2020-11-09
2020-06-30	$452,844	1,400	+3.7%	Shares	Sole	2020-08-13
2020-03-31	$324,000	1,350	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.