Compound Global Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1962450 MERCER ISLAND, WA

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$43,333

+$9,148 QoQ

Shares Held

100

-37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#3,003

of 3,103 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Global Advisors, LLC holds $171,724 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	50	$99,471
2	LRCX	Lam Research Corp This page	100	$43,333
3	AMAT	Applied Materials Inc /De	40	$28,920

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,333	100	-37.5%	Shares	Sole	2026-08-03
2026-03-31	$34,185	160	-36.0%	Shares	Sole	2026-05-07
2025-06-30	$24,335	250	-93.3%	Shares	Sole	2025-07-29
2025-03-31	$272,625	3,750	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.