NATURAL INVESTMENTS, LLC

Position in LRCX — Lam Research Corp

CIK 1800245 WINDSOR, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,044,017

+$1,182,327 QoQ

Shares Held

4,717

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,489

of 3,115 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NATURAL INVESTMENTS, LLC holds $8,267,366 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	1,950	$3,879,407
2	LRCX	Lam Research Corp This page	4,717	$2,044,017
3	AMAT	Applied Materials Inc /De	1,602	$1,158,246
4	KLAC	Kla Corp	3,088	$931,680
5	TER	Teradyne, Inc	525	$254,016

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,044,017	4,717	+17.0%	Shares	Sole	2026-07-31
2026-03-31	$861,690	4,033	+2.5%	Shares	Sole	2026-05-01
2025-12-31	$673,764	3,936	+15.5%	Shares	Sole	2026-01-23
2025-09-30	$456,331	3,408	+2.4%	Shares	Sole	2025-10-10
2025-06-30	$324,044	3,329	+14.3%	Shares	Sole	2025-07-25
2025-03-31	$211,775	2,913	+0.3%	Shares	Sole	2025-05-09
2024-12-31	$209,755	2,904	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.