Y-Intercept (Hong Kong) Ltd

Position in LRCX — Lam Research Corp

CIK 1772875 HONG KONG, K3

Position in LRCX

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

Position Value

$13,596,595

-$12,892,758 QoQ

Shares Held

31,377

-74.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#741

of 3,124 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Y-Intercept (Hong Kong) Ltd holds $36,369,231 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	31,377	$13,596,595
2	Q	Qnity Electronics, Inc.	27,825	$4,544,100
3	AMBA	Ambarella Inc	42,746	$3,667,606
4	KLAC	Kla Corp	9,200	$2,775,732
5	AMKR	Amkor Technology, Inc.	30,890	$2,663,644
6	AXTI	Axt Inc	33,005	$2,379,000
7	FORM	Formfactor Inc	12,202	$1,951,465
8	KLIC	Kulicke & Soffa Industries Inc	12,532	$1,676,280

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,596,595	31,377	-74.7%	Shares	Sole	2026-07-14
2026-03-31	$26,489,353	123,979	+195.9%	Shares	Sole	2026-04-27
2024-12-31	$3,025,859	41,892	+732.2%	Shares	Sole	2025-02-04
2023-09-30	$3,155,160	5,034	+381.3%	Shares	Sole	2023-11-14
2023-06-30	$672,431	1,046	-85.4%	Shares	Sole	2023-08-14
2022-12-31	$3,020,275	7,186	+126.2%	Shares	Sole	2023-02-14
2022-09-30	$1,162,782	3,177	+302.2%	Shares	Sole	2023-02-14
2022-06-30	$336,658	790	-42.5%	Shares	Sole	2022-08-08
2022-03-31	$739,213	1,375	-22.5%	Shares	Sole	2022-05-16
2021-12-31	$1,276,491	1,775	+85.9%	Shares	Sole	2022-02-14
2021-06-30	$621,418	955	—	Shares	Sole	2021-08-26
No filing history on record for this holder in this stock.