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Disclosed positions
Green Alpha Advisors, LLC: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP
- Ticker
- LRCX
- Class
- COM NEW
- Reported value
- $11,778,964
- Reported amount
- 27,182
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000757Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| LAM RESEARCH CORP | LRCX | COM NEW | $11,778,964 | 27,182 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $10,157,659 | 14,049 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $7,668,924 | 6,644 | SH | None |
| CORNING INC | GLW | COM | $6,701,526 | 26,236 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $5,604,260 | 19,929 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $5,478,305 | 5,677 | SH | None |
| BROOKFIELD RENEWABLE CORP | BEPC | CL A EX SUB VTG | $4,376,856 | 117,911 | SH | None |
| QUALCOMM INC | QCOM | COM | $4,075,822 | 22,057 | SH | None |
| ADVANCED ENERGY INDS | AEIS | COM | $3,754,957 | 10,070 | SH | None |
| INVESTMENT MANAGERS SER TR I | NXTE | AXS GREEN ALPHA | $3,432,641 | 63,058 | SH | None |
| CRISPR THERAPEUTICS AG | CRSP | NAMEN AKT | $3,043,550 | 55,804 | SH | None |
| NEXTPOWER INC | NXT | CLASS A COM | $2,820,044 | 23,670 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $2,806,066 | 3,677 | SH | None |
| TEMPUS AI INC | TEM | CL A | $2,725,607 | 47,050 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $2,589,122 | 8,692 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $2,566,151 | 6,461 | SH | None |
| INTERFACE INC | TILE | COM | $2,476,443 | 69,097 | SH | None |
| MODERNA INC | MRNA | COM | $2,364,073 | 33,758 | SH | None |
| FLEX LTD | FLEX | ORD | $2,320,194 | 14,316 | SH | None |
| T1 ENERGY INC | TE | COM NEW | $2,269,607 | 239,410 | SH | None |
| BROADCOM INC | AVGO | COM | $2,226,531 | 5,894 | SH | None |
| RIVIAN AUTOMOTIVE INC | RIVN | COM CL A | $2,113,004 | 121,787 | SH | None |
| HORIZON TECHNOLOGY FIN CORP | HRZN | COM | $2,033,489 | 429,913 | SH | None |
| NATURAL GROCERS BY VITAMIN | NGVC | COM | $2,004,315 | 64,614 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $1,815,317 | 7,401 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $1,563,406 | 9,203 | SH | None |
| GARMIN LTD | GRMN | SHS | $1,491,936 | 6,281 | SH | None |
| BUTTERFLY NETWORK INC | BFLY | COM CL A | $1,420,185 | 168,668 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $1,414,210 | 4,147 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,377,326 | 11,726 | SH | None |
| SPROUTS FMRS MKT INC | SFM | COM | $1,309,890 | 15,487 | SH | None |
| DATADOG INC | DDOG | CL A COM | $1,287,220 | 4,944 | SH | None |
| COMMERCIAL METALS CO | CMC | COM | $1,272,743 | 20,283 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,200,753 | 6,001 | SH | None |
| FIRST SOLAR INC | FSLR | COM | $1,103,821 | 4,678 | SH | None |
| HONEST CO INC | HNST | COM | $1,091,676 | 298,272 | SH | None |
| MONOLITHIC PWR SYS INC | MPWR | COM | $1,089,499 | 788 | SH | None |
| EVERSPIN TECHNOLOGIES INC | MRAM | COM | $1,073,979 | 44,416 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $1,036,259 | 2,761 | SH | None |
| QUANTUMSCAPE CORP | QS | COM CL A | $1,016,714 | 134,486 | SH | None |
| PERSONALIS INC | PSNL | COM | $904,058 | 67,467 | SH | None |
| TREX INC | TREX | COM | $887,960 | 17,745 | SH | None |
| EVERPURE INC | P | CL A | $869,448 | 11,035 | SH | None |
| TWILIO INC | TWLO | CL A | $823,050 | 3,989 | SH | None |
| ENPHASE ENERGY INC | ENPH | COM | $802,021 | 16,288 | SH | None |
| EXTREME NETWORKS INC | EXTR | COM | $800,348 | 24,725 | SH | None |
| ILLUMINA INC | ILMN | COM | $772,949 | 4,396 | SH | None |
| SYMBOTIC INC | SYM | CLASS A COM | $759,026 | 16,886 | SH | None |
| SENTINELONE INC | S | CL A | $755,912 | 44,544 | SH | None |
| SURO CAPITAL CORP | NSLR | COM NEW | $744,563 | 59,375 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.