TritonPoint Partners, LLC

Position in LRCX — Lam Research Corp

CIK 2111167 CHEVY CHASE, MD

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$30,691,897

+$28,574,313 QoQ

Shares Held

70,828

+614.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#509

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

TritonPoint Partners, LLC holds $34,271,863 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	70,828	$30,691,897
2	KLAC	Kla Corp	4,907	$1,480,490
3	AMAT	Applied Materials Inc /De	1,916	$1,385,268
4	ASML	Asml Holding NV	359	$714,208

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,691,897	70,828	+614.6%	Shares	Sole	2026-08-13
2026-03-31	$2,117,584	9,911	-1.0%	Shares	Sole	2026-04-28
2025-12-31	$1,714,367	10,015	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.