Cynosure Group, LLC

Position in LRCX — Lam Research Corp

CIK 1763409 Salt Lake City, UT

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,142,689

+$710,456 QoQ

Shares Held

2,637

+30.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,802

of 3,103 holders

Holding Since

Jun 2023

7 quarters on record

Voting authority Sole 62% Shared 38% None 0%

Technology · as of Jun 30, 2026

Cynosure Group, LLC holds $3,941,594 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,637	$1,142,689
2	AMAT	Applied Materials Inc /De	1,275	$921,825
3	UCTT	Ultra Clean Holdings, Inc.	5,353	$763,283
4	KLAC	Kla Corp	2,440	$736,171
5	AXTI	Axt Inc	5,239	$377,626

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,689	2,637	+30.4%	Shares	Other	2026-08-05
2026-03-31	$432,233	2,023	+428.2%	Shares	Sole	2026-05-14
2024-06-30	$407,837	383	+13.3%	Shares	Sole	2024-08-13
2024-03-31	$328,390	338	-93.3%	Shares	Sole	2024-05-10
2023-12-31	$3,973,477	5,073	+178.3%	Shares	Sole	2024-02-14
2023-09-30	$1,142,601	1,823	-1.1%	Shares	Sole	2023-11-14
2023-06-30	$1,185,433	1,844	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.