ROGCO, LP

Position in LRCX — Lam Research Corp

CIK 1998892 CLAREMORE, OK

Position in LRCX

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

Position Value

$643,928

+$326,430 QoQ

Shares Held

1,486

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#2,119

of 3,103 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ROGCO, LP holds $666,434 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,486	$643,928
2	ASML	Asml Holding NV	10	$19,894
3	Q	Qnity Electronics, Inc.	16	$2,612

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,928	1,486	0.0%	Shares	Sole	2026-07-30
2026-03-31	$317,498	1,486	+9806.7%	Shares	Sole	2026-05-05
2023-09-30	$9,401	15	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.