Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,215,559
+$2,897,562 QoQ
Shares Held
12,036
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#1,099
of 3,103 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Katamaran Capital LLP holds $8,049,018 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
12,036 | $5,215,559 | |
| 2 | AMBA |
Ambarella Inc
|
33,024 | $2,833,459 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,215,559 | 12,036 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,317,997 | 10,849 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,904,206 | 11,124 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,857,123 | 28,806 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,815,507 | 49,471 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,572,187 | 49,136 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||