One Day In July LLC

Position in LRCX — Lam Research Corp

CIK 1823172 BURLINGTON, VT

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$249,164

New position

Shares Held

575

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,735

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

One Day In July LLC holds $1,436,704 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,194	$863,262
2	ASML	Asml Holding NV	163	$324,278
3	LRCX	Lam Research Corp This page	575	$249,164

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,164	575	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.