O'Neil Global Advisors, Inc.

Position in LRCX — Lam Research Corp

CIK 1861159 LOS ANGELES, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,870,070

+$188,502 QoQ

Shares Held

8,931

-58.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,212

of 3,103 holders

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

O'Neil Global Advisors, Inc. holds $9,701,418 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	8,931	$3,870,070
2	AMKR	Amkor Technology, Inc.	25,177	$2,171,012
3	FORM	Formfactor Inc	7,819	$1,250,492
4	TER	Teradyne, Inc	2,366	$1,144,765
5	KLAC	Kla Corp	2,505	$755,783
6	ASML	Asml Holding NV	256	$509,296

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,870,070	8,931	-58.5%	Shares	Sole	2026-08-10
2025-12-31	$3,681,568	21,507	+252.3%	Shares	Sole	2026-02-10
2025-09-30	$817,325	6,104	+336.0%	Shares	Sole	2025-11-10
2023-12-31	$1,096,564	1,400	-22.2%	Shares	Sole	2024-02-09
2021-06-30	$1,171,260	1,800	+100.0%	Shares	Sole	2021-07-12
2021-03-31	$535,716	900	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.