Nishkama Capital, LLC

Position in LRCX — Lam Research Corp

CIK 1633799 DORADO, PR

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,957,823

+$12,382,333 QoQ

Shares Held

52,980

-68.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#582

of 3,124 holders

Holding Since

Jun 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nishkama Capital, LLC holds $127,427,758 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	54,033	$39,065,859
2	ASML	Asml Holding NV	12,915	$25,693,616
3	LRCX	Lam Research Corp This page	52,980	$22,957,823
4	ENTG	Entegris Inc	116,073	$20,876,889
5	VECO	Veeco Instruments Inc	248,464	$18,833,571

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,957,823	52,980	+214.0%	Shares	Sole	2026-08-14
2023-09-30	$10,575,490	16,873	+73.6%	Shares	Sole	2023-11-14
2020-06-30	$3,143,384	9,718	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.