Metis Global Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1594916 San Diego, CA

Position in LRCX

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

Position Value

$21,978,064

+$12,316,573 QoQ

Shares Held

50,719

+12.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#588

of 3,103 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

Metis Global Partners, LLC holds $67,187,130 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	32,509	$23,504,007
2	LRCX	Lam Research Corp This page	50,719	$21,978,064
3	KLAC	Kla Corp	62,196	$18,765,155
4	TER	Teradyne, Inc	3,760	$1,819,238
5	Q	Qnity Electronics, Inc.	5,037	$822,592
6	NVMI	Nova Ltd.	549	$298,074

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,978,064	50,719	+12.2%	Shares	Sole	2026-08-10
2026-03-31	$9,661,491	45,219	-10.7%	Shares	Sole	2026-05-07
2025-12-31	$8,665,645	50,623	-5.8%	Shares	Sole	2026-02-11
2025-09-30	$7,192,840	53,718	-5.6%	Shares	Sole	2025-11-06
2025-06-30	$5,540,884	56,923	-13.3%	Shares	Sole	2025-08-06
2025-03-31	$4,775,735	65,691	+6.6%	Shares	Sole	2025-05-07
2024-12-31	$4,452,040	61,637	+927.6%	Shares	Sole	2025-02-05
2024-09-30	$4,894,847	5,998	+0.3%	Shares	Sole	2024-11-06
2024-06-30	$6,368,867	5,981	+0.8%	Shares	Sole	2024-08-06
2024-03-31	$5,767,239	5,936	-1.4%	Shares	Sole	2024-05-06
2023-12-31	$4,716,008	6,021	-9.2%	Shares	Sole	2024-02-06
2023-09-30	$4,157,365	6,633	+28.9%	Shares	Sole	2023-11-07
2023-06-30	$3,308,157	5,146	-2.3%	Shares	Sole	2023-08-07
2023-03-31	$2,793,202	5,269	+35.8%	Shares	Sole	2023-05-08
2022-12-31	$1,631,184	3,881	+89.8%	Shares	Sole	2023-02-07
2022-09-30	$748,470	2,045	+0.6%	Shares	Sole	2022-11-08
2022-06-30	$866,362	2,033	-8.6%	Shares	Sole	2022-08-08
2022-03-31	$1,195,644	2,224	+79.2%	Shares	Sole	2022-05-03
2021-12-31	$892,465	1,241	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.