EWA, LLC

Position in LRCX — Lam Research Corp

CIK 1835252 PITTSBURGH, PA

Position in LRCX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,796,586

+$964,167 QoQ

Shares Held

4,146

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,540

of 3,103 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

EWA, LLC holds $6,111,768 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	4,146	$1,796,586
2	AMAT	Applied Materials Inc /De	1,818	$1,314,414
3	KLAC	Kla Corp	3,874	$1,168,824
4	TER	Teradyne, Inc	1,581	$764,951
5	ASML	Asml Holding NV	318	$632,641
6	NVMI	Nova Ltd.	800	$434,352

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,796,586	4,146	+6.4%	Shares	Sole	2026-07-14
2026-03-31	$832,419	3,896	+14.4%	Shares	Sole	2026-04-23
2025-12-31	$583,210	3,407	+10.0%	Shares	Sole	2026-02-03
2025-09-30	$414,822	3,098	+4.6%	Shares	Sole	2025-10-31
2025-06-30	$288,418	2,963	+958.2%	Shares	Sole	2025-07-18
2024-06-30	$298,158	280	+7.7%	Shares	Sole	2024-07-24
2024-03-31	$252,608	260	+8.3%	Shares	Sole	2024-05-13
2023-12-31	$187,982	240	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.