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Equibles

Tradewinds Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 1616026 BELLINGHAM, WA
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$216,665
+$103,426 QoQ
Shares Held
500
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,819
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Tradewinds Capital Management, LLC holds $702,641 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 468 $338,364
2 LRCX
Lam Research Corp
This page 		500 $216,665
3 ASML
Asml Holding NV
 54 $107,429
4 Q
Qnity Electronics, Inc.
 146 $23,843
5 TER
Teradyne, Inc
 32 $15,482
6 AMBA
Ambarella Inc
 10 $858

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $216,665 500
2026-03-31 $113,239 530
2025-12-31 $90,725 530
2025-09-30 $70,967 530
2025-06-30 $48,670 500
2025-03-31 $36,350 500
2024-12-31 $36,115 500
2024-09-30 $40,804 50
2024-06-30 $53,242 50
2024-03-31 $48,578 50
2023-12-31 $39,163 50
2023-09-30 $31,338 50
2023-06-30 $32,143 50
2023-03-31 $26,506 50
2022-12-31 $21,015 50
2022-09-30 $18,300 50
2022-06-30 $21,307 50
2022-03-31 $26,880 50
2021-12-31 $35,957 50
2021-09-30 $28,457 50
2021-06-30 $32,535 50
2021-03-31 $29,762 50
2020-12-31 $23,613 50
2020-09-30 $16,587 50
2020-06-30 $16,173 50
2020-03-31 $12,000 50

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