Trivium Point Advisory, LLC

Position in LRCX — Lam Research Corp

CIK 1766564 WILTON, CT

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$764,827

+$516,982 QoQ

Shares Held

1,765

+52.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,014

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trivium Point Advisory, LLC holds $17,737,880 across 5 Semiconductor Equipment & Materials names. LRCX ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	35,155	$6,322,978
2	KLAC	Kla Corp	20,106	$6,066,181
3	ASML	Asml Holding NV	1,582	$3,147,293
4	AMAT	Applied Materials Inc /De	1,987	$1,436,601
5	LRCX	Lam Research Corp This page	1,765	$764,827

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,827	1,765	+52.2%	Shares	Sole	2026-08-06
2026-03-31	$247,845	1,160	-17.1%	Shares	Sole	2026-04-21
2025-12-31	$239,652	1,400	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.