Oak Thistle LLC

Position in LRCX — Lam Research Corp

CIK 1755987 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,405,484

-$164,347 QoQ

Shares Held

14,782

-51.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,025

of 3,103 holders

Holding Since

Mar 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $12,488,162 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	14,782	$6,405,484
2	AMAT	Applied Materials Inc /De	4,238	$3,064,074
3	Q	Qnity Electronics, Inc.	14,936	$2,439,198
4	ONTO	Onto Innovation Inc.	1,531	$579,406

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,405,484	14,782	-51.9%	Shares	Sole	2026-07-21
2026-03-31	$6,569,831	30,749	+173.4%	Shares	Sole	2026-04-13
2025-09-30	$1,505,973	11,247	+264.5%	Shares	Sole	2025-10-07
2025-03-31	$224,352	3,086	-57.8%	Shares	Sole	2025-05-06
2024-12-31	$528,362	7,315	+1280.2%	Shares	Sole	2025-01-14
2023-09-30	$332,188	530	+14.5%	Shares	Sole	2023-10-18
2023-06-30	$297,644	463	-36.2%	Shares	Sole	2023-07-26
2022-03-31	$390,304	726	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.