Grand Alliance Asset Management Ltd

Position in LRCX — Lam Research Corp

CIK 1986124 HONG KONG, K3

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,499,950

-$3,114,750 QoQ

Shares Held

15,000

-66.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.90%

of 13F equity value

Holder Rank

#1,018

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Grand Alliance Asset Management Ltd holds $25,696,324 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FORM	Formfactor Inc	74,650	$11,938,774
2	TER	Teradyne, Inc	15,000	$7,257,600
3	LRCX	Lam Research Corp This page	15,000	$6,499,950

All Filings in LRCX

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,499,950	15,000	-66.7%	Shares	Sole	2026-08-14
2026-03-31	$9,614,700	45,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.