True North Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1634556 Dallas, TX

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,359,117

+$2,918,978 QoQ

Shares Held

14,675

-8.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#1,032

of 3,114 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $20,421,011 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	14,675	$6,359,117
2	AMAT	Applied Materials Inc /De	6,947	$5,022,681
3	Q	Qnity Electronics, Inc.	20,576	$3,360,266
4	KLAC	Kla Corp	10,567	$3,188,169
5	ASML	Asml Holding NV	1,252	$2,490,778

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,359,117	14,675	-8.9%	Shares	Sole	2026-07-22
2026-03-31	$3,440,139	16,101	-21.5%	Shares	Sole	2026-05-07
2025-12-31	$3,513,127	20,523	-37.2%	Shares	Sole	2026-01-22
2025-09-30	$4,376,253	32,683	+4.9%	Shares	Sole	2025-10-14
2025-06-30	$3,031,362	31,142	-10.2%	Shares	Sole	2025-07-16
2025-03-31	$2,520,072	34,664	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.