BDFS Capital LLC

Position in LRCX — Lam Research Corp

CIK 2112636 REHOBOTH BEACH, DE

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$599,728

New position

Shares Held

1,384

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#2,170

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BDFS Capital LLC holds $2,823,268 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMKR	Amkor Technology, Inc.	16,673	$1,437,712
2	ASML	Asml Holding NV	395	$785,828
3	LRCX	Lam Research Corp This page	1,384	$599,728

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,728	1,384	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.