Triasima Portfolio Management inc.

Position in LRCX — Lam Research Corp

CIK 1938757 MONTREAL, A8

Position in LRCX

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

Position Value

$10,960,215

+$4,793,347 QoQ

Shares Held

25,293

-12.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#805

of 3,103 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Triasima Portfolio Management inc. holds $26,658,758 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	25,293	$10,960,215
2	KLAC	Kla Corp	31,300	$9,443,523
3	ASML	Asml Holding NV	2,571	$5,114,849
4	AMAT	Applied Materials Inc /De	1,577	$1,140,171

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,960,215	25,293	-12.4%	Shares	Sole	2026-07-21
2026-03-31	$6,166,868	28,863	+12.1%	Shares	Sole	2026-04-24
2025-12-31	$4,408,398	25,753	+7053.6%	Shares	Sole	2026-02-02
2021-09-30	$204,894	360	-85.8%	Shares	Sole	2023-03-10
2021-06-30	$1,646,271	2,530	-2.9%	Shares	Sole	2023-03-10
2021-03-31	$1,550,600	2,605	-3.2%	Shares	Sole	2023-03-10
2020-12-31	$1,270,406	2,690	—	Shares	Sole	2023-03-10
No filing history on record for this holder in this stock.