Ninepoint Partners LP

Position in LRCX — Lam Research Corp

CIK 1715635 TORONTO, A6

Position in LRCX

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

Position Value

$2,048,784

+$1,463,691 QoQ

Shares Held

4,728

+38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,477

of 3,103 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ninepoint Partners LP holds $4,050,758 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	4,728	$2,048,784
2	AEHR	Aehr Test Systems	9,996	$960,215
3	AMAT	Applied Materials Inc /De	797	$576,231
4	ASML	Asml Holding NV	234	$465,528

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,048,784	4,728	+38.3%	Shares	Sole	2026-08-11
2025-12-31	$585,093	3,418	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.