DF DENT & CO INC

Position in LRCX — Lam Research Corp

CIK 934999 BALTIMORE, MD

Position in LRCX

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

Position Value

$368,330

New position

Shares Held

850

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,513

of 3,114 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DF DENT & CO INC holds $37,735,039 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	93,905	$35,538,347
2	KLAC	Kla Corp	6,060	$1,828,362
3	LRCX	Lam Research Corp This page	850	$368,330

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,330	850	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.