Franchise GP Ltd

Position in LRCX — Lam Research Corp

CIK 2083646 GRAND CAYMAN, E9

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,352,617

New position

Shares Held

14,660

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

#1,029

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Franchise GP Ltd holds $9,386,367 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	14,660	$6,352,617
2	TER	Teradyne, Inc	5,000	$2,419,200
3	AMAT	Applied Materials Inc /De	850	$614,550

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,352,617	14,660	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.