Nearwater Capital Markets, Ltd

Position in LRCX — Lam Research Corp

CIK 1915842 NEW YORK, NY

Position in LRCX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,211,880

-$115,155,720 QoQ

Shares Held

118,000

-85.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Nearwater Capital Markets, Ltd holds $138,004,110 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	225,000	$66,703,500
2	AMAT	Applied Materials Inc /De	124,000	$42,381,960
3	LRCX	Lam Research Corp This page	118,000	$25,211,880
4	ACMR	ACM Research, Inc.	94,200	$3,706,770

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,211,880	118,000	-85.6%	Shares	Sole	2026-05-15
2025-12-31	$140,367,600	820,000	+110.0%	Shares	Sole	2026-02-17
2025-09-30	$52,274,560	390,400	+22.0%	Shares	Sole	2025-11-13
2025-06-30	$31,148,800	320,000	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.