GAMMA Investing LLC

Position in LRCX — Lam Research Corp

CIK 2010235 FOSTER CITY, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$17,295,066

+$9,638,133 QoQ

Shares Held

39,912

+11.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#255

of 1,815 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GAMMA Investing LLC holds $66,598,358 across 26 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	24,813	$17,939,799
2	LRCX	Lam Research Corp This page	39,912	$17,295,066
3	KLAC	Kla Corp	37,363	$11,272,790
4	ASML	Asml Holding NV	3,499	$6,961,050
5	TER	Teradyne, Inc	6,515	$3,152,217
6	Q	Qnity Electronics, Inc.	9,334	$1,524,335
7	ATEYY	Advantest Corp	5,684	$1,182,613
8	ENTG	Entegris Inc	5,831	$1,048,763

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,295,066	39,912	+11.4%	Shares	Defined	2026-07-07
2026-03-31	$7,656,933	35,837	+8.0%	Shares	Defined	2026-04-06
2025-12-31	$5,682,148	33,194	+9.0%	Shares	Defined	2026-01-05
2025-09-30	$4,077,121	30,449	+12.1%	Shares	Defined	2025-10-02
2025-06-30	$2,642,975	27,152	-7.7%	Shares	Defined	2025-07-14
2025-03-31	$2,137,961	29,408	+21.5%	Shares	Defined	2025-04-15
2024-12-31	$1,747,604	24,195	+1139.5%	Shares	Defined	2025-01-03
2024-09-30	—	1,952	+6.1%	Shares	Defined	2024-10-07
2024-06-30	—	1,840	+88.5%	Shares	Defined	2024-07-02
2024-03-31	—	976	+42.7%	Shares	Defined	2024-04-05
2023-12-31	—	684	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.