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Gallacher Capital Management LLC

Position in LRCX — Lam Research Corp

CIK 1960749 LONE TREE, CO

Position in LRCX

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$1,224,590
+$474,003 QoQ
Shares Held
2,826
-19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,766
of 3,103 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Gallacher Capital Management LLC holds $4,155,494 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page
2,826 $1,224,590

All Filings in LRCX

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,224,590 2,826
2026-03-31 $750,587 3,513
2025-12-31 $310,349 1,813
2025-09-30 $240,082 1,793
2024-12-31 $429,624 5,948
2024-09-30 $567,991 696
2024-06-30 $404,643 380
2024-03-31 $382,798 394
2023-12-31 $376,748 481
2023-09-30 $366,660 585
2023-06-30 $423,644 659
2023-03-31 $478,698 903
2022-12-31 $385,415 917