August Group Capital Ltd

Position in LRCX — Lam Research Corp

CIK 2107394 Toronto, A6

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$365,730

New position

Shares Held

844

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#2,507

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

August Group Capital Ltd holds $1,882,296 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	357	$710,230
2	AMAT	Applied Materials Inc /De	723	$522,729
3	LRCX	Lam Research Corp This page	844	$365,730
4	KLAC	Kla Corp	940	$283,607

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,730	844	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.