THAMES CAPITAL MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1714267 Roseland, NJ

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,691,425

+$902,154 QoQ

Shares Held

22,365

-72.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#844

of 3,103 holders

Holding Since

Mar 2021

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $73,901,835 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	94,720	$28,577,971
2	AMAT	Applied Materials Inc /De	28,138	$20,343,774
3	AMKR	Amkor Technology, Inc.	177,301	$15,288,665
4	LRCX	Lam Research Corp This page	22,365	$9,691,425

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,691,425	22,365	+171.0%	Shares	Sole	2026-08-12
2024-06-30	$8,789,271	8,254	+42.8%	Shares	Sole	2024-08-13
2024-03-31	$5,614,703	5,779	+429.7%	Shares	Sole	2024-05-14
2021-06-30	$709,913	1,091	0.0%	Shares	Sole	2021-08-13
2021-03-31	$649,406	1,091	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.