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Aspect Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1985284 FAIRFAX, VA

Position in LRCX

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$92,732
+$35,045 QoQ
Shares Held
214
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,955
of 3,103 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 38% Shared 0% None 62%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Aspect Partners, LLC holds $172,202 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (53.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page
214 $92,732

All Filings in LRCX

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,732 214
2026-03-31 $57,687 270
2025-12-31 $45,362 265
2025-09-30 $33,742 252
2025-06-30 $23,263 239
2025-03-31 $17,375 239
2024-12-31 $17,334 240
2024-09-30 $19,585 24
2024-06-30 $25,556 24
2024-03-31 $21,373 22
2023-12-31 $17,231 22