Stone House Investment Management, LLC
Position in LRCX — Lam Research Corp
CIK 1696497
TUNKHANNOCK, PA
Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,366
+$4,589 QoQ
Shares Held
17
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,072
of 3,103 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Stone House Investment Management, LLC holds $214,146 across 16 Semiconductor Equipment & Materials names. LRCX ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
159 | $114,957 | |
| 2 | TER |
Teradyne, Inc
|
52 | $25,159 | |
| 3 | ONTO |
Onto Innovation Inc.
|
40 | $15,138 | |
| 4 | ASML |
Asml Holding NV
|
6 | $11,936 | |
| 5 | NVMI |
Nova Ltd.
|
21 | $11,401 | |
| 6 | CAMT |
Camtek Ltd
|
58 | $9,460 | |
| 7 | LRCX |
Lam Research Corp
This page
|
17 | $7,366 | |
| 8 | Q |
Qnity Electronics, Inc.
|
40 | $6,532 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,366 | 17 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,777 | 13 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,225 | 13 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $669 | 5 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||