Westwind Capital

Position in LRCX — Lam Research Corp

CIK 1729269 LAS CRUCES, NM

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,442,681

New position

Shares Held

5,637

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,396

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Westwind Capital holds $8,285,599 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	5,637	$2,442,681
2	TER	Teradyne, Inc	4,325	$2,092,608
3	KLAC	Kla Corp	6,262	$1,889,308
4	AMAT	Applied Materials Inc /De	2,574	$1,861,002

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,442,681	5,637	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.