Portfolio Design Labs, LLC

Position in LRCX — Lam Research Corp

CIK 2010278 ENCINO, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,139,168

+$1,989,322 QoQ

Shares Held

9,552

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,182

of 3,103 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $10,132,728 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	6,115	$4,421,145
2	LRCX	Lam Research Corp This page	9,552	$4,139,168
3	KLAC	Kla Corp	2,410	$727,121
4	ASML	Asml Holding NV	251	$499,349
5	TER	Teradyne, Inc	715	$345,945

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,139,168	9,552	-5.1%	Shares	Sole	2026-08-11
2026-03-31	$2,149,846	10,062	-39.7%	Shares	Sole	2026-05-11
2025-12-31	$2,857,850	16,695	+3.1%	Shares	Sole	2026-02-11
2025-09-30	$2,167,305	16,186	+372.0%	Shares	Sole	2025-11-12
2025-06-30	$333,778	3,429	-21.7%	Shares	Sole	2025-08-13
2025-03-31	$318,498	4,381	-9.3%	Shares	Sole	2025-05-14
2024-12-31	$348,798	4,829	+1467.9%	Shares	Sole	2025-01-29
2024-03-31	$299,243	308	0.0%	Shares	Sole	2024-05-14
2023-12-31	$241,244	308	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.