Terra Nova Asset Management LLC

Position in LRCX — Lam Research Corp

CIK 1658652 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,596,513

+$1,689,527 QoQ

Shares Held

5,992

+41.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.92%

of 13F equity value

Holder Rank

#1,374

of 3,103 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Terra Nova Asset Management LLC holds $3,823,749 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (67.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	5,992	$2,596,513
2	AMAT	Applied Materials Inc /De	1,000	$723,000
3	KLAC	Kla Corp	880	$265,504
4	ASML	Asml Holding NV	120	$238,732

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,596,513	5,992	+41.2%	Shares	Sole	2026-08-04
2026-03-31	$906,986	4,245	+15.9%	Shares	Sole	2026-04-16
2025-12-31	$627,032	3,663	+18.5%	Shares	Sole	2026-01-14
2025-09-30	$413,884	3,091	+30.0%	Shares	Sole	2025-11-14
2025-06-30	$231,377	2,377	-91.3%	Shares	Sole	2025-08-12
2025-03-31	$1,975,404	27,172	+133.4%	Shares	Sole	2025-04-23
2024-12-31	$841,046	11,644	+209.8%	Shares	Sole	2025-01-16
2024-06-30	$4,001,706	3,758	-17.2%	Shares	Sole	2024-07-15
2024-03-31	$4,408,984	4,538	+2.9%	Shares	Sole	2024-04-25
2023-12-31	$3,454,176	4,410	-2.6%	Shares	Sole	2024-01-18
2023-09-30	$2,838,641	4,529	0.0%	Shares	Sole	2023-10-31
2023-06-30	$2,911,512	4,529	-3.6%	Shares	Sole	2023-07-21
2023-03-31	$2,489,973	4,697	+3.1%	Shares	Sole	2023-04-13
2022-12-31	$1,915,307	4,557	-4.4%	Shares	Sole	2023-01-24
2022-09-30	$1,744,356	4,766	+2.9%	Shares	Sole	2022-10-24
2022-06-30	$1,973,074	4,630	-0.9%	Shares	Sole	2022-07-22
2022-03-31	$2,510,638	4,670	+1.0%	Shares	Sole	2022-05-10
2021-12-31	$3,326,068	4,625	-0.9%	Shares	Sole	2022-01-26
2021-09-30	$2,655,084	4,665	+3.5%	Shares	Sole	2021-10-28
2021-06-30	$2,932,704	4,507	+0.9%	Shares	Sole	2021-08-06
2021-03-31	$2,658,341	4,466	-32.2%	Shares	Sole	2021-05-13
2020-12-31	$3,109,897	6,585	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.