Pallas Capital Advisors LLC

Position in LRCX — Lam Research Corp

CIK 1862282 BRAINTREE, MA

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,430,240

+$1,798,092 QoQ

Shares Held

7,916

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,263

of 3,103 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Technology · as of Jun 30, 2026

Pallas Capital Advisors LLC holds $21,474,723 across 15 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	7,881	$5,697,963
2	LRCX	Lam Research Corp This page	7,916	$3,430,240
3	TER	Teradyne, Inc	6,500	$3,144,960
4	KLAC	Kla Corp	5,964	$1,799,398
5	AMKR	Amkor Technology, Inc.	15,398	$1,327,769
6	ACMR	ACM Research, Inc.	9,153	$1,161,424
7	FORM	Formfactor Inc	5,838	$933,671
8	KLIC	Kulicke & Soffa Industries Inc	6,916	$925,084

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,430,240	7,916	+3.6%	Shares	Sole	2026-08-07
2026-03-31	$1,632,148	7,639	-1.2%	Shares	Sole	2026-04-21
2025-12-31	$1,323,392	7,731	+7.4%	Shares	Sole	2026-01-14
2025-09-30	$963,678	7,197	+1.1%	Shares	Sole	2025-11-07
2025-06-30	$693,060	7,120	+2.7%	Shares	Sole	2025-07-09
2025-03-31	$504,174	6,935	+1638.1%	Shares	Sole	2025-04-14
2024-06-30	$424,875	399	-97.1%	Shares	Sole	2024-07-22
2022-09-30	$5,018,226	13,711	+4.9%	Shares	Sole	2022-11-07
2022-06-30	$5,571,058	13,073	+1.9%	Shares	Sole	2022-08-11
2022-03-31	$6,896,461	12,828	+7.4%	Shares	Sole	2022-04-20
2021-12-31	$8,588,089	11,942	+3.9%	Shares	Sole	2022-02-01
2021-09-30	$6,540,671	11,492	-6.7%	Shares	Sole	2021-11-12
2021-06-30	$8,017,925	12,322	+8.6%	Shares	Sole	2021-08-11
2021-03-31	$6,755,974	11,350	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.