NOVEM GROUP

Position in LRCX — Lam Research Corp

CIK 1926783 Rochester, NY

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,612,544

+$840,450 QoQ

Shares Held

6,029

-27.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,371

of 3,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NOVEM GROUP holds $11,857,092 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	4,944	$3,574,512
2	KLAC	Kla Corp	11,379	$3,433,157
3	LRCX	Lam Research Corp This page	6,029	$2,612,544
4	ASML	Asml Holding NV	950	$1,889,966
5	TER	Teradyne, Inc	717	$346,913

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,612,544	6,029	-27.3%	Shares	Sole	2026-07-21
2026-03-31	$1,772,094	8,294	+7.4%	Shares	Defined	2026-04-13
2025-12-31	$1,322,364	7,725	-54.3%	Shares	Other	2026-01-27
2025-09-30	$2,265,452	16,919	+0.6%	Shares	Other	2025-11-10
2025-06-30	$1,636,771	16,815	-15.6%	Shares	Other	2025-07-16
2025-03-31	$1,448,037	19,918	+22.9%	Shares	Sole	2025-04-28
2024-12-31	$1,170,775	16,209	—	Shares	Other	2025-02-18
No filing history on record for this holder in this stock.