Delta Investment Management, LLC

Position in LRCX — Lam Research Corp

CIK 1757043 SAN FRANCISCO, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$269,097

-$99,140 QoQ

Shares Held

621

-83.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,690

of 3,103 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Delta Investment Management, LLC holds $6,389,235 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	4,557	$3,294,711
2	KLAC	Kla Corp	6,155	$1,857,025
3	ASML	Asml Holding NV	385	$765,934
4	LRCX	Lam Research Corp This page	621	$269,097
5	AMKR	Amkor Technology, Inc.	2,348	$202,468

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,097	621	-83.6%	Shares	Sole	2026-08-13
2025-06-30	$368,237	3,783	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$274,806	3,780	-22.0%	Shares	Sole	2025-05-14
2024-12-31	$350,171	4,848	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.