Hamilton Point Investment Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1599746 CHAPEL HILL, NC

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$875,326

+$443,733 QoQ

Shares Held

2,020

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,945

of 3,103 holders

Holding Since

Jun 2024

5 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

Hamilton Point Investment Advisors, LLC holds $8,817,337 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	3,557	$7,076,437
2	LRCX	Lam Research Corp This page	2,020	$875,326
3	AMAT	Applied Materials Inc /De	739	$534,297
4	KLAC	Kla Corp	1,098	$331,277

All Filings in LRCX

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,326	2,020	0.0%	Shares	Sole	2026-07-28
2026-03-31	$431,593	2,020	0.0%	Shares	Sole	2026-05-06
2025-12-31	$345,783	2,020	0.0%	Shares	Sole	2026-02-12
2025-09-30	$270,478	2,020	+900.0%	Shares	Sole	2025-10-20
2024-06-30	$215,099	202	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.