L2 Asset Management, LLC

Position in LRCX — Lam Research Corp

CIK 1686988 Wayland, MA

Position in LRCX

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

Position Value

$10,045,456

+$4,484,955 QoQ

Shares Held

23,182

-10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#829

of 3,103 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

L2 Asset Management, LLC holds $17,072,712 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	23,182	$10,045,456
2	AMAT	Applied Materials Inc /De	4,656	$3,366,288
3	KLAC	Kla Corp	7,490	$2,259,807
4	IPGP	Ipg Photonics Corp	5,762	$675,997
5	TER	Teradyne, Inc	893	$432,069
6	PLAB	Photronics Inc	9,010	$293,095

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,045,456	23,182	-10.9%	Shares	Sole	2026-08-13
2026-03-31	$5,560,501	26,025	-6.8%	Shares	Sole	2026-05-15
2025-12-31	$4,780,372	27,926	+60.6%	Shares	Sole	2026-02-17
2025-09-30	$2,328,521	17,390	-13.6%	Shares	Sole	2025-11-14
2025-06-30	$1,959,356	20,129	+12.2%	Shares	Sole	2025-08-14
2024-12-31	$1,295,445	17,935	+327.0%	Shares	Sole	2025-02-14
2024-06-30	$4,472,370	4,200	+9.9%	Shares	Sole	2024-08-14
2024-03-31	$3,711,397	3,820	+8.2%	Shares	Sole	2024-05-15
2023-12-31	$2,764,124	3,529	+1060.9%	Shares	Sole	2024-02-13
2023-09-30	$190,538	304	-85.0%	Shares	Sole	2023-11-08
2023-06-30	$1,298,577	2,020	+40.9%	Shares	Sole	2023-08-11
2021-03-31	$853,574	1,434	-57.9%	Shares	Sole	2021-05-17
2020-12-31	$1,608,079	3,405	-44.5%	Shares	Sole	2021-02-12
2020-09-30	$2,033,959	6,131	-36.0%	Shares	Sole	2020-11-16
2020-06-30	$3,097,776	9,577	-0.8%	Shares	Sole	2020-08-13
2020-03-31	$2,318,160	9,659	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.