Clarendon Private LLC

Position in LRCX — Lam Research Corp

CIK 1961628 BOSTON, MA

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,777,952

+$1,427,336 QoQ

Shares Held

4,103

+150.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#1,546

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clarendon Private LLC holds $3,843,420 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	4,103	$1,777,952
2	KLAC	Kla Corp	3,063	$924,137
3	ASML	Asml Holding NV	368	$732,113
4	AMAT	Applied Materials Inc /De	566	$409,218

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,777,952	4,103	+150.0%	Shares	Sole	2026-07-22
2026-03-31	$350,616	1,641	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.