Geneva Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1712671 LAKE GENEVA, WI

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,622,582

+$3,973,626 QoQ

Shares Held

15,283

+23.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#1,008

of 3,103 holders

Holding Since

Jun 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Geneva Partners, LLC holds $45,287,114 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	28,502	$13,790,407
2	AMAT	Applied Materials Inc /De	16,410	$11,864,430
3	KLAC	Kla Corp	30,697	$9,261,591
4	LRCX	Lam Research Corp This page	15,283	$6,622,582
5	ASML	Asml Holding NV	1,884	$3,748,104

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,622,582	15,283	+23.3%	Shares	Sole	2026-08-10
2026-03-31	$2,648,956	12,398	+184.2%	Shares	Sole	2026-04-29
2024-06-30	$4,645,940	4,363	+187.2%	Shares	Sole	2024-07-22
2024-03-31	$1,475,814	1,519	+26.6%	Shares	Sole	2024-04-30
2023-12-31	$939,912	1,200	-46.0%	Shares	Sole	2024-01-31
2023-09-30	$1,393,936	2,224	+68.6%	Shares	Sole	2023-10-25
2023-06-30	$847,932	1,319	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.