BAYBAN

Position in LRCX — Lam Research Corp

CIK 2110649 Bayport, MN

Position in LRCX

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

Position Value

$43,333

+$11,284 QoQ

Shares Held

100

-33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,001

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

BAYBAN holds $474,932 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	493	$356,439
2	LRCX	Lam Research Corp This page	100	$43,333
3	AMKR	Amkor Technology, Inc.	500	$43,115
4	ENTG	Entegris Inc	100	$17,986
5	ASML	Asml Holding NV	6	$11,936
6	Q	Qnity Electronics, Inc.	13	$2,123

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,333	100	-33.3%	Shares	Sole	2026-07-30
2026-03-31	$32,049	150	0.0%	Shares	Sole	2026-04-24
2025-12-31	$25,677	150	—	Shares	Sole	2026-03-05
No filing history on record for this holder in this stock.