Skip to content
Disclosery

111 Capital: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 111 Capital on LRCX, newest first. How the timeline and the estimate are built.

111 Capital held 15,004 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,004 shares
    Change vs previous 13F +2,857 shares

    1.12% of the 13F portfolio, value $6,501,683.

    13F-HR 0002080880-26-000017 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,147 shares
    Change vs previous 13F +3,262 shares

    0.64% of the 13F portfolio, value $2,595,328.

    13F-HR 0002080880-26-000011 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,885 shares
    Change vs previous 13F -18,476 shares

    0.33% of the 13F portfolio, value $1,520,934.

    13F-HR 0002080880-26-000004 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,361 shares
    Change vs previous 13F +10,533 shares

    0.69% of the 13F portfolio, value $3,663,638.

    13F-HR 0002080880-25-000007 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,828 shares
    Change vs previous 13F +6,244 shares

    0.28% of the 13F portfolio, value $1,638,038.

    13F-HR 0002060412-25-000004 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,584 shares
    Change vs previous 13F -12,967 shares

    0.15% of the 13F portfolio, value $769,457.

    13F-HR 0002060412-25-000002 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,551 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,701,089.

    13F-HR 0002060412-25-000001 filed by 111 Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).