OpenArc Corporate Advisory, LLC

Position in LRCX — Lam Research Corp

CIK 2111345 ATLANTA, GA

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$36,056,089

+$26,384,556 QoQ

Shares Held

83,207

+83.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#482

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

OpenArc Corporate Advisory, LLC holds $56,900,250 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	83,207	$36,056,089
2	ASML	Asml Holding NV	7,245	$14,413,492
3	AMAT	Applied Materials Inc /De	5,882	$4,252,686
4	KLAC	Kla Corp	4,692	$1,415,623
5	ENTG	Entegris Inc	2,687	$483,283
6	FORM	Formfactor Inc	1,745	$279,077

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,056,089	83,207	+83.8%	Shares	Sole	2026-08-05
2026-03-31	$9,671,533	45,266	+73.9%	Shares	Sole	2026-05-11
2025-12-31	$4,455,986	26,031	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.