PINCUS CAPITAL MANAGEMENT, LP

Position in LRCX — Lam Research Corp

CIK 2109652 NEW YORK, NY

Position in LRCX

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

Position Value

$18,605,890

+$9,431,971 QoQ

Shares Held

42,937

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

11.32%

of 13F equity value

Holder Rank

#640

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

PINCUS CAPITAL MANAGEMENT, LP holds $19,076,181 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	42,937	$18,605,890
2	ASML	Asml Holding NV	135	$268,574
3	AMAT	Applied Materials Inc /De	279	$201,717

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,605,890	42,937	0.0%	Shares	Sole	2026-07-31
2026-03-31	$9,173,919	42,937	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$7,355,946	42,972	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.