DMC Group, LLC

Position in LRCX — Lam Research Corp

CIK 1893403 BIRMINGHAM, AL

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$771,327

+$446,137 QoQ

Shares Held

1,780

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#2,013

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DMC Group, LLC holds $5,005,199 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	8,560	$2,582,637
2	ASML	Asml Holding NV	830	$1,651,235
3	LRCX	Lam Research Corp This page	1,780	$771,327

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,327	1,780	+17.0%	Shares	Sole	2026-07-28
2026-03-31	$325,190	1,522	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.