Mill Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 1901166 CONCORD, NC

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,844,893

+$6,441,574 QoQ

Shares Held

31,950

-7.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#732

of 3,103 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Mill Capital Management, LLC holds $54,274,004 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	20,164	$40,115,066
2	LRCX	Lam Research Corp This page	31,950	$13,844,893
3	Q	Qnity Electronics, Inc.	1,923	$314,045

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,844,893	31,950	-7.8%	Shares	Sole	2026-08-03
2026-03-31	$7,403,319	34,650	-1.4%	Shares	Sole	2026-05-04
2025-12-31	$6,016,977	35,150	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$4,686,500	35,000	0.0%	Shares	Sole	2025-10-29
2025-06-30	$3,406,900	35,000	0.0%	Shares	Sole	2025-08-04
2025-03-31	$2,544,500	35,000	-12.5%	Shares	Sole	2025-04-23
2024-12-31	$2,889,200	40,000	+900.0%	Shares	Sole	2025-02-11
2024-09-30	$3,264,320	4,000	0.0%	Shares	Sole	2024-10-29
2024-06-30	$4,259,400	4,000	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,886,280	4,000	-1.1%	Shares	Sole	2024-04-30
2023-12-31	$3,168,286	4,045	0.0%	Shares	Sole	2024-01-30
2023-09-30	$2,535,284	4,045	-0.4%	Shares	Sole	2023-10-19
2023-06-30	$2,610,011	4,060	+1.4%	Shares	Sole	2023-07-20
2023-03-31	$2,123,130	4,005	+0.1%	Shares	Sole	2023-05-01
2022-12-31	$1,681,200	4,000	0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,464,000	4,000	-8.6%	Shares	Sole	2022-10-18
2022-06-30	$1,864,406	4,375	-1.9%	Shares	Sole	2022-07-29
2022-03-31	$2,397,740	4,460	+276.4%	Shares	Sole	2022-04-26
2021-12-31	$852,192	1,185	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.