CIDEL ASSET MANAGEMENT INC

Position in LRCX — Lam Research Corp

CIK 1621915 TORONTO, A6

Position in LRCX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,556,088

+$578,167 QoQ

Shares Held

3,591

-21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,616

of 3,103 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CIDEL ASSET MANAGEMENT INC holds $31,129,801 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,811	$25,486,714
2	AMAT	Applied Materials Inc /De	3,339	$2,414,097
3	LRCX	Lam Research Corp This page	3,591	$1,556,088
4	KLAC	Kla Corp	2,922	$881,596
5	Q	Qnity Electronics, Inc.	2,973	$485,520
6	TER	Teradyne, Inc	632	$305,786

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,556,088	3,591	-21.5%	Shares	Sole	2026-07-17
2026-03-31	$977,921	4,577	-0.8%	Shares	Sole	2026-04-17
2025-12-31	$789,653	4,613	-13.6%	Shares	Sole	2026-01-21
2025-09-30	$714,892	5,339	-2.9%	Shares	Sole	2025-11-07
2025-06-30	$535,175	5,498	+5.2%	Shares	Sole	2025-07-29
2025-03-31	$379,784	5,224	+5.0%	Shares	Sole	2025-04-28
2024-12-31	$359,488	4,977	+1020.9%	Shares	Sole	2025-01-28
2024-09-30	$362,339	444	0.0%	Shares	Sole	2024-11-04
2024-06-30	$472,793	444	-4.7%	Shares	Sole	2024-07-22
2024-03-31	$452,751	466	-9.2%	Shares	Sole	2024-05-08
2023-12-31	$401,812	513	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.