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KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 2019084 BRATENAHL, OH

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$5,243,726
+$2,762,493 QoQ
Shares Held
12,101
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#1,094
of 3,103 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC holds $21,135,076 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LRCX
Lam Research Corp
This page
12,101 $5,243,726

All Filings in LRCX

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,243,726 12,101
2026-03-31 $2,481,233 11,613
2025-12-31 $1,954,362 11,417
2025-09-30 $1,522,309 11,369
2025-06-30 $1,018,955 10,468
2025-03-31 $670,657 9,225
2024-12-31 $562,527 7,788
2024-09-30 $383,557 470
2024-06-30 $282,185 265
2024-03-31 $256,494 264