Sciencast Management LP

Position in LRCX — Lam Research Corp

CIK 1653169 PRINCETON, NJ

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,233,200

-$2,161,857 QoQ

Shares Held

9,769

-67.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,169

of 3,103 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sciencast Management LP holds $8,665,293 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	9,769	$4,233,200
2	AMKR	Amkor Technology, Inc.	35,247	$3,039,348
3	KLAC	Kla Corp	3,450	$1,040,899
4	FORM	Formfactor Inc	2,200	$351,846

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,233,200	9,769	-67.4%	Shares	Sole	2026-07-28
2026-03-31	$6,395,057	29,931	+2174.4%	Shares	Sole	2026-05-14
2025-12-31	$225,272	1,316	-96.1%	Shares	Sole	2026-02-17
2025-09-30	$4,524,079	33,787	+452.0%	Shares	Sole	2025-11-12
2025-03-31	$444,996	6,121	-85.2%	Shares	Sole	2025-05-16
2024-12-31	$2,994,728	41,461	+2004.6%	Shares	Sole	2025-02-11
2022-06-30	$839,515	1,970	-27.7%	Shares	Sole	2022-08-03
2021-09-30	$1,550,933	2,725	-68.5%	Shares	Sole	2021-10-21
2020-12-31	$4,080,885	8,641	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.