F/m Investments LLC

Position in LRCX — Lam Research Corp

CIK 1834499 WASHINGTON, DC

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,547,365

+$2,740,443 QoQ

Shares Held

10,494

+24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,148

of 3,103 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

F/m Investments LLC holds $7,343,855 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	10,494	$4,547,365
2	KLAC	Kla Corp	3,406	$1,027,624
3	ACLS	Axcelis Technologies Inc	4,009	$759,505
4	AMAT	Applied Materials Inc /De	854	$617,442
5	ASML	Asml Holding NV	197	$391,919

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,547,365	10,494	+24.1%	Shares	Sole	2026-08-05
2026-03-31	$1,806,922	8,457	-86.5%	Shares	Sole	2026-05-11
2025-12-31	$10,696,011	62,484	+8.9%	Shares	Sole	2026-02-03
2025-09-30	$7,683,851	57,385	-2.9%	Shares	Sole	2025-11-13
2025-06-30	$5,751,431	59,086	-1.2%	Shares	Sole	2025-08-13
2025-03-31	$4,348,114	59,809	+693.6%	Shares	Sole	2025-05-14
2024-06-30	$8,024,709	7,536	+66.4%	Shares	Sole	2024-07-29
2023-03-31	$2,401,443	4,530	+4.3%	Shares	Sole	2023-05-01
2022-12-31	$1,825,362	4,343	-8.4%	Shares	Sole	2023-01-31
2022-06-30	$2,020,803	4,742	0.0%	Shares	Sole	2022-08-04
2021-06-30	$3,085,619	4,742	+1.1%	Shares	Sole	2021-08-10
2021-03-31	$2,791,675	4,690	-35.9%	Shares	Sole	2021-06-01
2020-12-31	$3,454,655	7,315	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.