Heron Bay Capital Management

Position in LRCX — Lam Research Corp

CIK 1842149 BLOOMFIELD HILLS, MI

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$48,522,993

+$13,884,221 QoQ

Shares Held

111,977

-30.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

4.44%

of 13F equity value

Holder Rank

#416

of 3,103 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heron Bay Capital Management holds $49,327,460 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (98.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	111,977	$48,522,993
2	KLIC	Kulicke & Soffa Industries Inc	3,522	$471,102
3	TER	Teradyne, Inc	689	$333,365

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,522,993	111,977	-30.9%	Shares	Sole	2026-08-11
2026-03-31	$34,638,772	162,121	+98.9%	Shares	Sole	2026-05-13
2025-12-31	$13,953,224	81,512	-9.8%	Shares	Sole	2026-02-13
2025-09-30	$12,095,588	90,333	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$8,845,188	90,869	+9.8%	Shares	Sole	2025-08-12
2025-03-31	$6,014,834	82,735	-2.1%	Shares	Sole	2025-05-13
2024-12-31	$6,105,601	84,530	+902.7%	Shares	Sole	2025-02-11
2024-09-30	$6,879,554	8,430	-8.4%	Shares	Sole	2024-11-08
2024-06-30	$9,805,138	9,208	-4.3%	Shares	Sole	2024-08-13
2024-03-31	$9,348,446	9,622	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$7,572,557	9,668	-7.4%	Shares	Sole	2024-01-12
2023-09-30	$6,541,598	10,437	-2.4%	Shares	Sole	2023-11-01
2023-06-30	$6,876,030	10,696	+31.4%	Shares	Sole	2023-07-12
2023-03-31	$4,314,646	8,139	+3.5%	Shares	Sole	2023-05-11
2022-12-31	$3,303,558	7,860	+1.7%	Shares	Sole	2023-01-25
2022-09-30	$2,828,814	7,729	-1.1%	Shares	Sole	2022-10-19
2022-06-30	$3,330,788	7,816	-1.0%	Shares	Sole	2022-07-27
2022-03-31	$4,246,043	7,898	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$5,533,140	7,694	-3.1%	Shares	Sole	2022-02-14
2021-09-30	$4,517,343	7,937	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$5,041,623	7,748	-6.2%	Shares	Sole	2021-08-10
2021-03-31	$4,916,087	8,259	-4.8%	Shares	Sole	2021-05-14
2020-12-31	$4,095,525	8,672	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.