LECAP ASSET MANAGEMENT LTD

Position in LRCX — Lam Research Corp

CIK 1990849 LONDON, X0

Position in LRCX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$426,396

-$3,194,060 QoQ

Shares Held

984

-98.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,401

of 3,103 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LECAP ASSET MANAGEMENT LTD holds $4,282,094 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMKR	Amkor Technology, Inc.	17,706	$1,526,788
2	Q	Qnity Electronics, Inc.	7,775	$1,269,735
3	ENTG	Entegris Inc	4,198	$755,052
4	LRCX	Lam Research Corp This page	984	$426,396
5	KLAC	Kla Corp	1,008	$304,123

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,396	984	-98.0%	Shares	Sole	2026-07-30
2024-12-31	$3,620,456	50,124	+882.4%	Shares	Sole	2025-01-28
2024-09-30	$4,163,640	5,102	+97.8%	Shares	Sole	2024-10-22
2024-06-30	$2,747,313	2,580	+70.2%	Shares	Sole	2024-07-23
2023-12-31	$1,187,422	1,516	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.