Silverleafe Capital Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1535611 GERMANTOWN, TN

Position in LRCX

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,866,352

+$1,118,329 QoQ

Shares Held

4,307

+23.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,530

of 3,114 holders

Holding Since

Sep 2020

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Silverleafe Capital Partners, LLC holds $6,532,360 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	7,641	$2,305,366
2	LRCX	Lam Research Corp This page	4,307	$1,866,352
3	AMKR	Amkor Technology, Inc.	19,741	$1,702,266
4	Q	Qnity Electronics, Inc.	2,597	$424,116
5	AXTI	Axt Inc	3,250	$234,260

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,866,352	4,307	+23.0%	Shares	Sole	2026-07-02
2026-03-31	$748,023	3,501	+5639.3%	Shares	Sole	2026-04-02
2020-09-30	$20,236	61	—	Shares	Sole	2020-10-01
No filing history on record for this holder in this stock.