Permanent Capital Management, LP

Position in LRCX — Lam Research Corp

CIK 2054108 CHICAGO, IL

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$531,695

+$311,626 QoQ

Shares Held

1,227

+19.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,256

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Permanent Capital Management, LP holds $1,705,232 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,233	$891,459
2	LRCX	Lam Research Corp This page	1,227	$531,695
3	TER	Teradyne, Inc	583	$282,078

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,695	1,227	+19.1%	Shares	Sole	2026-08-12
2026-03-31	$220,069	1,030	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.