Van Diest Capital, LLC

Position in LRCX — Lam Research Corp

CIK 2111825 POLY CITY, IA

Position in LRCX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$941,626

-$314,694 QoQ

Shares Held

2,173

-63.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,905

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

Van Diest Capital, LLC holds $6,250,387 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	5,249	$3,795,027
2	LRCX	Lam Research Corp This page	2,173	$941,626
3	KLAC	Kla Corp	2,538	$765,739
4	ASML	Asml Holding NV	220	$437,676
5	ACLS	Axcelis Technologies Inc	1,638	$310,319

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$941,626	2,173	-63.0%	Shares	Sole	2026-08-04
2026-03-31	$1,256,320	5,880	+387.2%	Shares	Sole	2026-05-15
2025-12-31	$206,614	1,207	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.