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Equibles

GAMMA Investing LLC

Position in LRCX — Lam Research Corp

CIK 2010235 FOSTER CITY, CA
Back to LRCX Full portfolio

Position in LRCX

as of Sep 30, 2026 · filed Oct 8, 2026
Position Value
$14,145,640
-$3,149,426 QoQ
Shares Held
43,060
+7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#17
of 144 holders
Holding Since
Dec 2023
12 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 Sep 30, 2026

GAMMA Investing LLC holds $54,472,507 across 28 Semiconductor Equipment & Materials names. LRCX ranks #1 (26.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		43,060 $14,145,640
2 AMAT
Applied Materials Inc /De
 25,923 $13,256,503
3 KLAC
Kla Corp
 40,495 $7,893,690
4 ASML
Asml Holding NV
 3,881 $7,031,091
5 TER
Teradyne, Inc
 7,449 $2,986,378
6 ENTG
Entegris Inc
 9,191 $1,415,965
7 ATEYY
Advantest Corp
 6,243 $1,378,828
8 Q
Qnity Electronics, Inc.
 9,147 $1,150,143

All Filings in LRCX

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $14,145,640 43,060
2026-06-30 $17,295,066 39,912
2026-03-31 $7,656,933 35,837
2025-12-31 $5,682,148 33,194
2025-09-30 $4,077,121 30,449
2025-06-30 $2,642,975 27,152
2025-03-31 $2,137,961 29,408
2024-12-31 $1,747,604 24,195
2024-09-30 $1,592,988 1,952
2024-06-30 $1,959,324 1,840
2024-03-31 $948,252 976
2023-12-31 $535,749 684