Oak Grove Capital LLC

Position in LRCX — Lam Research Corp

CIK 1661762 Holderness, NH

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,067,178

+$3,563,154 QoQ

Shares Held

16,309

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#979

of 3,103 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Dec 31, 2021

CallValue

$71,915

CallShares

1,000

PutValue

$2,157,450

PutShares

30,000

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, 2026

Oak Grove Capital LLC holds $16,228,304 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	3,738	$7,436,526
2	LRCX	Lam Research Corp This page	16,309	$7,067,178
3	AMKR	Amkor Technology, Inc.	20,000	$1,724,600

All Filings in LRCX

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,067,178	16,309	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$3,504,024	16,400	0.0%	Shares	Sole	2026-05-13
2025-12-31	$2,807,352	16,400	-10.4%	Shares	Sole	2026-02-26
2025-09-30	$2,450,370	18,300	-12.4%	Shares	Sole	2025-11-12
2025-06-30	$2,034,406	20,900	-18.7%	Shares	Sole	2025-08-01
2025-03-31	$1,868,390	25,700	+12498.0%	Shares	Sole	2025-05-13
2024-06-30	$217,229	204	-4.7%	Shares	Sole	2024-08-05
2024-03-31	$207,915	214	-75.6%	Shares	Sole	2024-05-10
2023-09-30	$550,304	878	-5.4%	Shares	Sole	2023-11-21
2023-06-30	$596,574	928	0.0%	Shares	Sole	2023-08-07
2023-03-31	$491,951	928	-75.5%	Shares	Sole	2023-05-16
2022-12-31	$1,594,618	3,794	-85.1%	Shares	Sole	2023-02-08
2022-09-30	$9,333,000	25,500	-37.6%	Shares	Sole	2022-11-01
2022-06-30	$17,427,404	40,895	-7.6%	Shares	Sole	2022-08-12
2022-03-31	$23,795,693	44,262	+8.7%	Shares	Sole	2022-05-10
2021-12-31	$71,915	100	-80.0%	Call	Sole	2022-02-11
2021-12-31	$2,157,450	3,000	-70.0%	Put	Sole	2022-02-11
2021-12-31	$29,293,856	40,734	+35.1%	Shares	Sole	2022-02-11
2021-09-30	$17,166,133	30,161	+35.1%	Shares	Sole	2021-11-12
2021-09-30	$10,000	500	+400.0%	Call	Sole	2021-11-12
2021-06-30	$14,532,083	22,333	+53.0%	Shares	Sole	2021-08-13
2021-03-31	$8,689,908	14,599	+0.0%	Shares	Sole	2021-05-11
2020-12-31	$6,894,197	14,598	+50.4%	Shares	Sole	2021-02-17
2020-09-30	$4,000	100	—	Call	Sole	2020-11-13
2020-09-30	$3,219,633	9,705	+22.2%	Shares	Sole	2020-11-13
2020-06-30	$2,569,889	7,945	+128.2%	Shares	Sole	2020-08-24
2020-03-31	$39,000	10,000	—	Put	Sole	2020-05-11
2020-03-31	$835,440	3,481	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.