One Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 1606588 WESTLAKE VILLAGE, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,565,872

+$1,807,664 QoQ

Shares Held

8,229

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,254

of 3,114 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

One Capital Management, LLC holds $55,329,190 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	11,495	$22,868,611
2	Q	Qnity Electronics, Inc.	127,607	$20,839,499
3	ONTO	Onto Innovation Inc.	18,252	$6,907,469
4	LRCX	Lam Research Corp This page	8,229	$3,565,872
5	KLAC	Kla Corp	2,526	$762,119
6	TER	Teradyne, Inc	797	$385,620

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,565,872	8,229	0.0%	Shares	Sole	2026-08-13
2026-03-31	$1,758,208	8,229	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$1,425,758	8,329	-0.7%	Shares	Sole	2026-02-10
2025-09-30	$1,122,617	8,384	+3577.2%	Shares	Sole	2025-11-14
2024-06-30	$242,785	228	+2.2%	Shares	Sole	2024-08-09
2024-03-31	$216,660	223	-36.5%	Shares	Sole	2024-05-08
2021-12-31	$252,421	351	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.