Bannerstone Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 2083499 WAYZATA, MN

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,804,329

+$2,288,697 QoQ

Shares Held

11,087

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.19%

of 13F equity value

Holder Rank

#1,130

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bannerstone Capital Management, LLC holds $7,779,486 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	11,087	$4,804,329
2	KLAC	Kla Corp	3,475	$1,048,442
3	TER	Teradyne, Inc	2,023	$978,808
4	ASML	Asml Holding NV	350	$696,303
5	AMAT	Applied Materials Inc /De	348	$251,604

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,804,329	11,087	-5.8%	Shares	Sole	2026-07-31
2026-03-31	$2,515,632	11,774	+16.8%	Shares	Sole	2026-05-11
2025-12-31	$1,724,980	10,077	—	Shares	Sole	2026-05-28
No filing history on record for this holder in this stock.