CHOREO, LLC

Position in LRCX — Lam Research Corp

CIK 1679031 ROCKFORD, IL

Position in LRCX

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

Position Value

$14,713,720

+$7,545,214 QoQ

Shares Held

33,955

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#717

of 3,103 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CHOREO, LLC holds $73,808,833 across 12 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	26,328	$19,035,144
2	ASML	Asml Holding NV	9,004	$17,912,916
3	LRCX	Lam Research Corp This page	33,955	$14,713,720
4	KLAC	Kla Corp	45,351	$13,682,850
5	Q	Qnity Electronics, Inc.	28,820	$4,706,594
6	TER	Teradyne, Inc	2,646	$1,280,240
7	FORM	Formfactor Inc	5,775	$923,595
8	UCTT	Ultra Clean Holdings, Inc.	2,776	$395,829

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,713,720	33,955	+1.2%	Shares	Sole	2026-08-04
2026-03-31	$7,168,506	33,551	+0.7%	Shares	Sole	2026-05-13
2025-12-31	$5,703,888	33,321	0.0%	Shares	Sole	2026-01-23
2025-09-30	$4,461,681	33,321	-20.8%	Shares	Sole	2025-11-12
2025-06-30	$4,097,235	42,092	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$3,053,836	42,006	+17.9%	Shares	Sole	2025-05-06
2024-12-31	$2,573,554	35,630	+882.1%	Shares	Sole	2025-01-27
2024-06-30	$3,863,275	3,628	+670.3%	Shares	Sole	2024-08-07
2024-03-31	$457,609	471	+4.2%	Shares	Sole	2024-05-02
2023-12-31	$354,033	452	-8.5%	Shares	Sole	2024-02-05
2023-09-30	$309,624	494	+11.3%	Shares	Sole	2023-11-08
2023-06-30	$285,429	444	+1.6%	Shares	Sole	2023-08-04
2023-03-31	$231,662	437	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.