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Equibles

Caitong International Asset Management Co., Ltd

Position in LRCX — Lam Research Corp

CIK 1963355 HONG KONG, K3
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$7,532,575
-$426,473 QoQ
Shares Held
17,383
-53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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

Caitong International Asset Management Co., Ltd holds $52,486,850 across 20 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
 10,546 $20,980,633
2 KLAC
Kla Corp
 35,661 $10,759,280
3 LRCX
Lam Research Corp
This page 		17,383 $7,532,575
4 AMAT
Applied Materials Inc /De
 8,938 $6,462,174
5 AMKR
Amkor Technology, Inc.
 22,666 $1,954,489
6 FORM
Formfactor Inc
 5,965 $953,982
7 AEHR
Aehr Test Systems
 8,894 $854,357
8 ACMR
ACM Research, Inc.
 6,141 $779,231

All Filings in LRCX

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,532,575 17,383
2026-03-31 $7,959,048 37,251
2025-12-31 $3,068,401 17,925
2025-09-30 $803 6
2025-03-31 $1,163 16
2024-12-31 $344,031 4,763