Lotus Technology Management, LP

Position in LRCX — Lam Research Corp

CIK 2095243 ORLANDO, FL

Position in LRCX

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

Position Value

$981,059

New position

Shares Held

2,264

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,886

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

Lotus Technology Management, LP holds $3,752,599 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	3,775	$1,138,955
2	ASML	Asml Holding NV	499	$992,730
3	LRCX	Lam Research Corp This page	2,264	$981,059
4	AMAT	Applied Materials Inc /De	885	$639,855

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,059	2,264	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.