SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in LRCX — Lam Research Corp
CIK 1638555
Boston, MA
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,399,620
+$25,897,020 QoQ
Shares Held
114,000
+3.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#414
of 3,103 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$8,666,600
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $179,153,403 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.6% of the industry book) .
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,666,600 | 20,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $49,399,620 | 114,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,366,000 | 100,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $23,502,600 | 110,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,595,760 | 132,000 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $4,526,310 | 46,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,774,400 | 272,000 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $14,540,000 | 200,000 | Call | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||