Luminist Capital LLC

Position in LRCX — Lam Research Corp

CIK 1807270 GRAND RAPIDS, MI

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$123,498

New position

Shares Held

285

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#2,932

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Luminist Capital LLC holds $279,010 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	273	$132,088
2	LRCX	Lam Research Corp This page	285	$123,498
3	AMAT	Applied Materials Inc /De	32	$23,136
4	AEHR	Aehr Test Systems	3	$288

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,498	285	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.