CHAPIN DAVIS, INC.

Position in LRCX — Lam Research Corp

CIK 872098 BALTIMORE, MD

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$18,676,089

+$10,245,707 QoQ

Shares Held

43,099

+9.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.87%

of 13F equity value

Holder Rank

#638

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CHAPIN DAVIS, INC. holds $37,900,269 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	43,099	$18,676,089
2	KLAC	Kla Corp	59,296	$17,890,196
3	AMAT	Applied Materials Inc /De	1,564	$1,130,772
4	TER	Teradyne, Inc	420	$203,212

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,676,089	43,099	+9.2%	Shares	Sole	2026-07-07
2026-03-31	$8,430,382	39,457	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.