Ardmore Road Asset Management LP

Position in LRCX — Lam Research Corp

CIK 1835730 WESTPORT, CT

Position in LRCX

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

Position Value

$42,033,010

+$4,642,510 QoQ

Shares Held

97,000

-44.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#451

of 3,103 holders

Holding Since

Jun 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $94,020,535 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	97,000	$42,033,010
2	ASML	Asml Holding NV	16,100	$32,029,982
3	AMAT	Applied Materials Inc /De	14,300	$10,338,900
4	AMKR	Amkor Technology, Inc.	100,000	$8,623,000
5	KLAC	Kla Corp	3,300	$995,643

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,033,010	97,000	-44.6%	Shares	Sole	2026-08-14
2026-03-31	$37,390,500	175,000	+2680.0%	Shares	Sole	2026-05-15
2024-06-30	$6,703,230	6,295	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.