Totem Point Management, LLC

Position in LRCX — Lam Research Corp

CIK 1759364 New York, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,695,953

+$10,690,469 QoQ

Shares Held

33,914

+80.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

8.99%

of 13F equity value

Holder Rank

#719

of 3,103 holders

Holding Since

Mar 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Totem Point Management, LLC holds $28,477,009 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	33,914	$14,695,953
2	TER	Teradyne, Inc	22,032	$10,659,962
3	AMKR	Amkor Technology, Inc.	36,195	$3,121,094

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,695,953	33,914	+80.9%	Shares	Sole	2026-08-14
2026-03-31	$4,005,484	18,747	+30.9%	Shares	Sole	2026-05-15
2021-06-30	$9,319,976	14,323	+38.0%	Shares	Sole	2021-08-16
2021-03-31	$6,177,400	10,378	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.