Knollwood Investment Advisory, LLC

Position in LRCX — Lam Research Corp

CIK 1999346 HUNT VALLEY, MD

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,665,256

+$9,521,677 QoQ

Shares Held

43,074

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#639

of 3,103 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Knollwood Investment Advisory, LLC holds $75,322,900 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	115,116	$34,731,648
2	LRCX	Lam Research Corp This page	43,074	$18,665,256
3	AMAT	Applied Materials Inc /De	18,067	$13,062,441
4	ENTG	Entegris Inc	23,421	$4,212,501
5	TER	Teradyne, Inc	7,400	$3,580,416
6	ASML	Asml Holding NV	405	$805,723
7	ONTO	Onto Innovation Inc.	700	$264,915

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,665,256	43,074	+0.7%	Shares	Sole	2026-08-13
2026-03-31	$9,143,579	42,795	0.0%	Shares	Sole	2026-05-14
2025-12-31	$7,325,648	42,795	+1.3%	Shares	Sole	2026-02-13
2025-09-30	$5,655,400	42,236	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$4,086,333	41,980	0.0%	Shares	Sole	2025-08-13
2025-03-31	$3,051,946	41,980	0.0%	Shares	Sole	2025-05-14
2024-12-31	$3,032,215	41,980	+900.0%	Shares	Sole	2025-02-14
2024-09-30	$3,425,903	4,198	0.0%	Shares	Sole	2024-11-14
2024-06-30	$4,470,240	4,198	+6.5%	Shares	Sole	2024-08-14
2024-03-31	$3,827,985	3,940	0.0%	Shares	Sole	2024-05-14
2023-12-31	$3,086,044	3,940	+90.3%	Shares	Sole	2024-02-13
2023-09-30	$1,297,413	2,070	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,330,720	2,070	0.0%	Shares	Sole	2023-11-14
2023-03-31	$1,097,348	2,070	0.0%	Shares	Sole	2023-11-14
2022-12-31	$870,021	2,070	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.