Telemark Asset Management, LLC

Position in LRCX — Lam Research Corp

CIK 1420816 BOSTON, MA

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$17,333,200

+$6,650,200 QoQ

Shares Held

40,000

-20.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#669

of 3,103 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $95,205,599 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	75,000	$36,288,000
2	AMAT	Applied Materials Inc /De	30,000	$21,690,000
3	ASML	Asml Holding NV	10,000	$19,894,399
4	LRCX	Lam Research Corp This page	40,000	$17,333,200

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,333,200	40,000	-20.0%	Shares	Sole	2026-08-10
2026-03-31	$10,683,000	50,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$8,559,000	50,000	+100.0%	Shares	Sole	2026-02-11
2025-09-30	$3,347,500	25,000	0.0%	Shares	Sole	2025-11-10
2020-12-31	$11,806,750	25,000	+25.0%	Shares	Sole	2021-02-11
2020-09-30	$6,635,000	20,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$6,469,200	20,000	0.0%	Shares	Sole	2020-08-12
2020-03-31	$4,800,000	20,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.