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Equibles

OAKTOP CAPITAL MANAGEMENT II, L.P.

Position in LRCX — Lam Research Corp

CIK 1550660 Chatham, NJ
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$893,116,529
+$412,511,007 QoQ
Shares Held
2,061,054
-8.4% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
38.00%
of 13F equity value
Holder Rank
#70
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

OAKTOP CAPITAL MANAGEMENT II, L.P. holds $1,814,457,407 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (49.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 3,053,730 $921,340,878
2 LRCX
Lam Research Corp
This page 		2,061,054 $893,116,529

All Filings in LRCX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $893,116,529 2,061,054
2026-03-31 $480,605,522 2,249,394
2025-12-31 $409,254,405 2,390,784
2025-09-30 $360,386,494 2,691,460
2025-06-30 $261,986,716 2,691,460
2025-03-31 $195,669,142 2,691,460
2024-12-31 $194,404,155 2,691,460
2024-09-30 $219,644,667 269,146
2024-06-30 $286,600,118 269,146
2024-03-31 $261,494,179 269,146
2023-12-31 $210,811,295 269,146
2023-09-30 $168,692,638 269,146
2023-06-30 $173,023,197 269,146
2023-03-31 $142,679,677 269,146
2022-12-31 $113,122,063 269,146
2022-09-30 $109,890,036 300,246
2022-06-30 $121,557,582 285,246
2022-03-31 $153,351,102 285,246
2021-12-31 $205,134,660 285,246
2021-09-30 $162,347,760 285,246
2021-06-30 $185,609,572 285,246
2021-03-31 $175,746,990 295,254
2020-12-31 $149,475,344 316,504
2020-09-30 $105,000,202 316,504
2020-06-30 $102,376,383 316,504
2020-03-31 $75,960,960 316,504