Night Squared LP

Position in LRCX — Lam Research Corp

CIK 2058786 New York, NY

Position in LRCX

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

Position Value

$5,186,960

-$282,095 QoQ

Shares Held

11,970

-53.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,102

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

Night Squared LP holds $32,819,923 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	11,919	$23,712,134
2	LRCX	Lam Research Corp This page	11,970	$5,186,960
3	AMAT	Applied Materials Inc /De	5,423	$3,920,829

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,186,960	11,970	-53.2%	Shares	Sole	2026-08-14
2026-03-31	$5,469,055	25,597	+95.5%	Shares	Sole	2026-05-15
2025-12-31	$2,241,773	13,096	-45.3%	Shares	Sole	2026-02-17
2025-09-30	$3,205,030	23,936	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.