SELDON CAPITAL LP

Position in LRCX — Lam Research Corp

CIK 1867731 SAN FRANCISCO, CA

Position in LRCX

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

Position Value

$667,328

+$338,292 QoQ

Shares Held

1,540

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,096

of 3,103 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SELDON CAPITAL LP holds $22,700,229 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	27,300	$13,208,832
2	VECO	Veeco Instruments Inc	101,224	$7,672,779
3	AMAT	Applied Materials Inc /De	1,125	$813,375
4	LRCX	Lam Research Corp This page	1,540	$667,328
5	KLAC	Kla Corp	1,120	$337,915

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,328	1,540	0.0%	Shares	Sole	2026-08-14
2026-03-31	$329,036	1,540	0.0%	Shares	Sole	2026-05-15
2025-12-31	$263,617	1,540	0.0%	Shares	Sole	2026-02-17
2025-09-30	$206,206	1,540	+900.0%	Shares	Sole	2025-11-14
2022-12-31	$64,726	154	0.0%	Shares	Sole	2023-02-10
2022-09-30	$56,364	154	0.0%	Shares	Sole	2022-11-14
2022-06-30	$65,627	154	0.0%	Shares	Sole	2022-08-11
2022-03-31	$82,791	154	0.0%	Shares	Sole	2022-05-13
2021-12-31	$110,749	154	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.