SPX Gestao de Recursos Ltda

Position in LRCX — Lam Research Corp

CIK 1589176 RIO DE JANEIRO, D5

Position in LRCX

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$747,494

+$747,494 QoQ

Shares Held

1,725

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,030

of 3,103 holders

Holding Since

Jun 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SPX Gestao de Recursos Ltda holds $5,852,713 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	3,864	$1,869,557
2	ACMR	ACM Research, Inc.	13,815	$1,752,985
3	AMAT	Applied Materials Inc /De	1,250	$903,750
4	LRCX	Lam Research Corp This page	1,725	$747,494
5	ASML	Asml Holding NV	291	$578,927

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,494	1,725	—	Shares	Sole	2026-08-19
2026-03-31	$0	0	—	Shares	Defined	2026-05-06
2024-06-30	$0	0	—	Shares	Sole	2024-08-26
No filing history on record for this holder in this stock.