Nilsine Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1913043 GREENWOOD VILLAGE, CO

Position in LRCX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$43,291,400

+$21,960,654 QoQ

Shares Held

99,904

+0.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

4.24%

of 13F equity value

Holder Rank

#440

of 3,103 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nilsine Partners, LLC holds $72,859,652 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	99,904	$43,291,400
2	KLAC	Kla Corp	65,887	$19,878,766
3	AMAT	Applied Materials Inc /De	11,751	$8,495,973
4	ASML	Asml Holding NV	367	$730,124
5	Q	Qnity Electronics, Inc.	1,605	$262,112
6	TER	Teradyne, Inc	416	$201,277

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,291,400	99,904	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$21,330,746	99,835	-3.0%	Shares	Sole	2026-04-29
2025-12-31	$17,617,674	102,919	-0.8%	Shares	Sole	2026-01-15
2025-09-30	$13,885,162	103,698	-4.7%	Shares	Sole	2025-10-06
2025-06-30	$10,587,671	108,770	-15.2%	Shares	Sole	2025-07-31
2025-03-31	$9,321,812	128,223	+7.6%	Shares	Sole	2025-04-22
2024-12-31	$8,609,888	119,201	+933.7%	Shares	Sole	2025-01-22
2024-06-30	$12,278,785	11,531	+0.2%	Shares	Sole	2024-07-31
2024-03-31	$11,176,941	11,504	+1.6%	Shares	Sole	2024-04-22
2023-12-31	$8,865,719	11,319	+1.6%	Shares	Sole	2024-01-24
2023-09-30	$6,981,591	11,139	+2.1%	Shares	Sole	2023-11-01
2023-06-30	$7,011,031	10,906	+0.6%	Shares	Sole	2023-07-21
2023-03-31	$5,746,500	10,840	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.