Cache Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 2052593 San Francisco, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$10,218,354

+$6,548,103 QoQ

Shares Held

23,581

+37.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#823

of 3,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cache Advisors, LLC holds $27,862,143 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	17,867	$12,917,841
2	LRCX	Lam Research Corp This page	23,581	$10,218,354
3	KLAC	Kla Corp	9,070	$2,736,509
4	ASML	Asml Holding NV	1,000	$1,989,439

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,218,354	23,581	+37.3%	Shares	Sole	2026-07-14
2026-03-31	$3,670,251	17,178	+52.7%	Shares	Sole	2026-04-17
2025-12-31	$1,925,775	11,250	+4.3%	Shares	Sole	2026-01-22
2025-09-30	$1,444,781	10,790	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,050,298	10,790	0.0%	Shares	Sole	2025-08-14
2025-03-31	$784,433	10,790	0.0%	Shares	Sole	2025-05-15
2024-12-31	$779,361	10,790	—	Shares	Sole	2025-02-19
No filing history on record for this holder in this stock.