Three Seasons Wealth, LLC

Position in LRCX — Lam Research Corp

CIK 2044495 SALT LAKE CITY, UT

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,970,043

-$2,094,553 QoQ

Shares Held

6,854

-71.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,326

of 3,103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Three Seasons Wealth, LLC holds $7,301,223 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	6,854	$2,970,043
2	AMAT	Applied Materials Inc /De	2,093	$1,513,239
3	AMKR	Amkor Technology, Inc.	13,027	$1,123,318
4	KLAC	Kla Corp	2,929	$883,708
5	TER	Teradyne, Inc	1,676	$810,915

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,970,043	6,854	-71.1%	Shares	Sole	2026-08-13
2026-03-31	$5,064,596	23,704	+12.4%	Shares	Sole	2026-05-05
2025-12-31	$3,611,213	21,096	+436.9%	Shares	Sole	2026-01-15
2025-09-30	$526,093	3,929	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.