Balefire, LLC

Position in LRCX — Lam Research Corp

CIK 1750924 DALLAS, TX

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$863,626

+$491,431 QoQ

Shares Held

1,993

+14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,958

of 3,103 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balefire, LLC holds $5,811,120 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	7,898	$1,420,534
2	KLAC	Kla Corp	4,505	$1,359,203
3	AMAT	Applied Materials Inc /De	1,586	$1,146,678
4	LRCX	Lam Research Corp This page	1,993	$863,626
5	ASML	Asml Holding NV	412	$819,649
6	NVMI	Nova Ltd.	371	$201,430

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,626	1,993	+14.4%	Shares	Sole	2026-07-07
2026-03-31	$372,195	1,742	+15736.4%	Shares	Sole	2026-05-07
2023-09-30	$6,894	11	—	Shares	Sole	2023-12-06
No filing history on record for this holder in this stock.