ARDSLEY ADVISORY PARTNERS LP

Position in LRCX — Lam Research Corp

CIK 900529 Norwalk, CT

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,333,300

+$4,333,300 QoQ

Shares Held

10,000

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#113

of 469 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Derivatives in LRCX

reported options exposure · as of Jun 30, 2025

CallValue

$0

CallShares

0

PutValue

$1,752,120

PutShares

18,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

ARDSLEY ADVISORY PARTNERS LP holds $29,401,922 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	31,500	$11,921,175
2	CAMT	Camtek Ltd	37,000	$6,035,440
3	LRCX	Lam Research Corp This page	10,000	$4,333,300
4	COHU	Cohu Inc	41,700	$3,082,047
5	VECO	Veeco Instruments Inc	37,000	$2,804,600
6	AXTI	Axt Inc	17,000	$1,225,360

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,333,300	10,000	-44.4%	Shares	Sole	2026-07-13
2025-06-30	$1,752,120	18,000	—	Put	Sole	2025-08-14
No filing history on record for this holder in this stock.

ARDSLEY ADVISORY PARTNERS LP

Position in LRCX

Derivatives in LRCX

Position in Semiconductor Equipment & Materials

All Filings in LRCX