Ring Mountain Capital, LLC

Position in LRCX — Lam Research Corp

CIK 2051343 TIBURON, CA

Position in LRCX

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

Position Value

$551,629

+$281,777 QoQ

Shares Held

1,273

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,241

of 3,114 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ring Mountain Capital, LLC holds $2,568,063 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,443	$1,766,289
2	LRCX	Lam Research Corp This page	1,273	$551,629
3	TER	Teradyne, Inc	517	$250,145

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,629	1,273	+0.8%	Shares	Sole	2026-08-11
2026-03-31	$269,852	1,263	0.0%	Shares	Sole	2026-05-01
2025-12-31	$282	1,263	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.