Spear Advisors LLC

Position in LRCX — Lam Research Corp

CIK 2119894 East Hampton, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,653,920

+$7,840,944 QoQ

Shares Held

33,817

+6.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.03%

of 13F equity value

Holder Rank

#720

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Spear Advisors LLC holds $47,394,767 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	85,024	$25,652,591
2	LRCX	Lam Research Corp This page	33,817	$14,653,920
3	TER	Teradyne, Inc	14,650	$7,088,256

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,653,920	33,817	+6.1%	Shares	Sole	2026-08-14
2026-03-31	$6,812,976	31,887	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.