SIERRA OCEAN, LLC

Position in LRCX — Lam Research Corp

CIK 2051715 RIPON, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$364,430

+$266,896 QoQ

Shares Held

841

-16.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#2,508

of 3,103 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SIERRA OCEAN, LLC holds $940,813 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	841	$364,430
2	AMAT	Applied Materials Inc /De	445	$321,735
3	ASML	Asml Holding NV	128	$254,648

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,430	841	-16.1%	Shares	Sole	2026-08-07
2025-06-30	$97,534	1,002	+7.2%	Shares	Sole	2025-08-07
2025-03-31	$67,974	935	+8.1%	Shares	Sole	2025-04-29
2024-12-31	$62,478	865	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.