FIDELIS CAPITAL PARTNERS, LLC

Position in LRCX — Lam Research Corp

CIK 1962755 TAMPA, FL

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,902,387

+$2,639,799 QoQ

Shares Held

13,621

-10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,053

of 3,103 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $31,282,644 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	41,598	$12,550,532
2	AMAT	Applied Materials Inc /De	10,818	$7,821,414
3	LRCX	Lam Research Corp This page	13,621	$5,902,387
4	ASML	Asml Holding NV	1,856	$3,692,400
5	Q	Qnity Electronics, Inc.	3,186	$520,305
6	ENTG	Entegris Inc	2,301	$413,857
7	TER	Teradyne, Inc	789	$381,749

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,902,387	13,621	-10.8%	Shares	Sole	2026-08-13
2026-03-31	$3,262,588	15,270	+3.3%	Shares	Sole	2026-05-06
2025-12-31	$2,530,040	14,780	+4.1%	Shares	Sole	2026-02-09
2025-09-30	$1,901,781	14,203	+1.0%	Shares	Sole	2025-11-03
2025-06-30	$1,369,281	14,067	+3.6%	Shares	Sole	2025-08-07
2025-03-31	$986,829	13,574	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$973,443	13,477	-4.7%	Shares	Sole	2025-02-06
2024-09-30	$1,030,022	14,137	+487.6%	Shares	Sole	2024-10-25
2024-06-30	$2,562,029	2,406	+22.9%	Shares	Sole	2024-08-13
2024-03-31	$1,901,362	1,957	+59.6%	Shares	Sole	2024-05-06
2023-12-31	$960,276	1,226	+10.1%	Shares	Sole	2024-01-31
2023-09-30	$698,221	1,114	+12.2%	Shares	Sole	2023-11-08
2023-06-30	$638,359	993	+4.9%	Shares	Sole	2023-08-10
2023-03-31	$502,023	947	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.