Zweig-DiMenna Associates LLC

Position in LRCX — Lam Research Corp

CIK 1533950 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$38,551,636

+$17,933,446 QoQ

Shares Held

88,966

-7.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.50%

of 13F equity value

Holder Rank

#468

of 3,103 holders

Holding Since

Jun 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Zweig-DiMenna Associates LLC holds $108,426,020 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	54,128	$39,134,544
2	LRCX	Lam Research Corp This page	88,966	$38,551,636
3	TER	Teradyne, Inc	38,034	$18,402,370
4	ONTO	Onto Innovation Inc.	32,600	$12,337,470

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,551,636	88,966	-7.8%	Shares	Sole	2026-08-13
2026-03-31	$20,618,190	96,500	+47.6%	Shares	Sole	2026-05-05
2025-12-31	$11,195,172	65,400	+6.8%	Shares	Sole	2026-02-10
2025-09-30	$8,201,241	61,249	-2.3%	Shares	Sole	2025-11-07
2025-06-30	$6,100,492	62,672	+821.6%	Shares	Sole	2025-08-05
2022-03-31	$3,655,748	6,800	-66.7%	Shares	Sole	2022-04-25
2020-06-30	$6,611,198	20,439	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.