LOM Asset Management Ltd

Position in LRCX — Lam Research Corp

CIK 2077907 Hamilton, D0

Position in LRCX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,481,624

+$2,716,223 QoQ

Shares Held

12,650

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#1,078

of 3,103 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LOM Asset Management Ltd holds $25,514,390 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	22,964	$16,602,972
2	LRCX	Lam Research Corp This page	12,650	$5,481,624
3	ASML	Asml Holding NV	1,724	$3,429,794

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,481,624	12,650	-2.3%	Shares	Sole	2026-08-04
2026-03-31	$2,765,401	12,943	+6.7%	Shares	Sole	2026-05-05
2025-12-31	$2,075,899	12,127	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$1,687,273	12,601	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$1,192,999	12,256	—	Shares	Sole	2025-11-19
No filing history on record for this holder in this stock.