Stratos Investment Management, LLC

Position in LRCX — Lam Research Corp

CIK 1707206 BEACHWOOD, OH

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,572,259

+$8,741,122 QoQ

Shares Held

22,090

+467.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#849

of 3,103 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Stratos Investment Management, LLC holds $20,918,059 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	22,090	$9,572,259
2	ASML	Asml Holding NV	3,527	$7,016,754
3	AMAT	Applied Materials Inc /De	4,036	$2,918,028
4	TER	Teradyne, Inc	1,623	$785,272
5	KLAC	Kla Corp	2,074	$625,746

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,572,259	22,090	+467.9%	Shares	Sole	2026-08-11
2026-03-31	$831,137	3,890	+37.7%	Shares	Sole	2026-04-28
2025-12-31	$483,754	2,826	-15.9%	Shares	Sole	2026-01-20
2025-09-30	$449,770	3,359	-11.3%	Shares	Sole	2025-11-06
2025-06-30	$368,529	3,786	+24.2%	Shares	Sole	2025-07-29
2025-03-31	$221,662	3,049	+1.9%	Shares	Sole	2025-04-30
2024-12-31	$216,112	2,992	+855.9%	Shares	Sole	2025-01-27
2024-06-30	$333,298	313	+6.5%	Shares	Sole	2024-07-24
2024-03-31	$285,641	294	+3.2%	Shares	Sole	2024-04-16
2023-12-31	$223,229	285	-27.1%	Shares	Sole	2024-01-24
2023-03-31	$207,276	391	-19.9%	Shares	Sole	2023-05-01
2022-06-30	$207,961	488	-10.0%	Shares	Sole	2022-09-06
2022-03-31	$291,384	542	-4.1%	Shares	Sole	2022-04-26
2021-12-31	$406,319	565	-9.3%	Shares	Sole	2022-01-14
2021-09-30	$354,580	623	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.