FOCUSED ALPHA, LLC

Position in LRCX — Lam Research Corp

CIK 2105062 DENVER, CO

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,340,723

+$1,029,207 QoQ

Shares Held

3,094

+112.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,716

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FOCUSED ALPHA, LLC holds $5,139,017 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,868	$2,073,564
2	LRCX	Lam Research Corp This page	3,094	$1,340,723
3	TER	Teradyne, Inc	1,779	$860,751
4	ASML	Asml Holding NV	226	$449,613
5	UCTT	Ultra Clean Holdings, Inc.	2,906	$414,366

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,340,723	3,094	+112.2%	Shares	Sole	2026-08-07
2026-03-31	$311,516	1,458	-60.1%	Shares	Sole	2026-05-12
2025-12-31	$625,834	3,656	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.