JACKSON SQUARE CAPITAL, LLC

Position in LRCX — Lam Research Corp

CIK 1812178 SAN FRANCISCO, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$17,942,461

+$9,931,707 QoQ

Shares Held

41,406

+10.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.60%

of 13F equity value

Holder Rank

#655

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JACKSON SQUARE CAPITAL, LLC holds $60,077,552 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	68,560	$20,685,237
2	LRCX	Lam Research Corp This page	41,406	$17,942,461
3	AMAT	Applied Materials Inc /De	16,863	$12,191,949
4	ASML	Asml Holding NV	2,565	$5,102,913
5	AMKR	Amkor Technology, Inc.	48,185	$4,154,992

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,942,461	41,406	+10.4%	Shares	Sole	2026-07-21
2026-03-31	$8,010,754	37,493	+41.5%	Shares	Sole	2026-04-13
2025-12-31	$4,534,729	26,491	+6.2%	Shares	Sole	2026-01-21
2025-09-30	$3,341,340	24,954	-17.4%	Shares	Sole	2025-10-09
2025-06-30	$2,942,101	30,225	-0.3%	Shares	Sole	2025-07-10
2025-03-31	$2,204,118	30,318	-0.5%	Shares	Sole	2025-04-16
2024-12-31	$2,201,137	30,474	+872.4%	Shares	Sole	2025-01-15
2024-09-30	$2,557,594	3,134	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$3,351,082	3,147	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$3,059,473	3,149	0.0%	Shares	Sole	2024-04-16
2023-12-31	$2,466,485	3,149	+2.2%	Shares	Sole	2024-01-09
2023-09-30	$1,930,451	3,080	+1.2%	Shares	Sole	2023-10-25
2023-06-30	$1,955,580	3,042	-4.9%	Shares	Sole	2023-07-28
2023-03-31	$1,696,384	3,200	0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,344,960	3,200	-37.1%	Shares	Sole	2023-01-23
2022-09-30	$1,862,574	5,089	-32.6%	Shares	Sole	2022-10-13
2022-06-30	$3,216,580	7,548	+0.7%	Shares	Sole	2022-07-25
2022-03-31	$4,030,999	7,498	-7.7%	Shares	Sole	2022-04-20
2021-12-31	$5,840,936	8,122	-0.2%	Shares	Sole	2022-01-19
2021-09-30	$4,634,019	8,142	-5.2%	Shares	Sole	2021-10-28
2021-06-30	$5,590,163	8,591	-5.3%	Shares	Sole	2021-07-20
2021-03-31	$5,397,636	9,068	-15.8%	Shares	Sole	2021-05-18
2020-12-31	$5,086,820	10,771	+22.3%	Shares	Sole	2021-03-05
2020-09-30	$2,921,722	8,807	+0.2%	Shares	Sole	2020-11-17
2020-06-30	$2,841,919	8,786	+21.3%	Shares	Sole	2020-08-18
2020-03-31	$1,738,080	7,242	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.