SEEDS INVESTOR LLC

Position in LRCX — Lam Research Corp

CIK 2021047 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,482,616

+$5,101,305 QoQ

Shares Held

14,960

+131.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#1,020

of 3,103 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SEEDS INVESTOR LLC holds $23,381,142 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	9,461	$6,840,303
2	LRCX	Lam Research Corp This page	14,960	$6,482,616
3	KLAC	Kla Corp	15,612	$4,710,296
4	TER	Teradyne, Inc	6,341	$3,068,029
5	ASML	Asml Holding NV	1,146	$2,279,898

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,482,616	14,960	+131.4%	Shares	Sole	2026-08-12
2026-03-31	$1,381,311	6,465	+5.1%	Shares	Sole	2026-05-11
2025-12-31	$1,053,270	6,153	-20.5%	Shares	Sole	2026-01-27
2025-09-30	$1,035,850	7,736	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$754,579	7,752	-10.0%	Shares	Sole	2025-08-12
2025-03-31	$626,383	8,616	-3.8%	Shares	Sole	2025-05-14
2024-12-31	$646,747	8,954	+816.5%	Shares	Sole	2025-02-13
2024-09-30	$797,310	977	-35.3%	Shares	Sole	2024-10-31
2024-06-30	$1,606,858	1,509	+15.6%	Shares	Sole	2024-08-05
2024-03-31	$1,267,898	1,305	+3.5%	Shares	Sole	2024-05-10
2023-12-31	$987,690	1,261	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.