Skip to content
Disclosery

ALKEON CAPITAL MANAGEMENT LLC: LRCX position timeline

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

ALKEON CAPITAL MANAGEMENT LLC held 3,050,456 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,050,456 shares
    Change vs previous 13F -850,000 shares

    5.1% of the 13F portfolio, value $1,321,854,098.

    13F-HR 0000919574-26-005175 filed by ALKEON CAPITAL MANAGEMENT LLC
    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 3,900,456 shares
    Change vs previous 13F -2,520,000 shares

    3.77% of the 13F portfolio, value $833,371,429.

    13F-HR 0000919574-26-003172 filed by ALKEON CAPITAL MANAGEMENT LLC
    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 6,420,456 shares
    Change vs previous 13F 0 shares

    4.81% of the 13F portfolio, value $1,099,053,658.

    13F-HR 0000919574-26-001015 filed by ALKEON CAPITAL MANAGEMENT LLC
    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 6,420,456 shares
    Change vs previous 13F -2,084,000 shares

    3.88% of the 13F portfolio, value $859,699,059.

    13F-HR 0000919574-25-006800 filed by ALKEON CAPITAL MANAGEMENT LLC
    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 8,504,456 shares
    Change vs previous 13F +550,000 shares

    4.02% of the 13F portfolio, value $827,823,747.

    13F-HR 0000919574-25-004663 filed by ALKEON CAPITAL MANAGEMENT LLC
    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 7,954,456 shares
    Change vs previous 13F +1,495,736 shares

    3.43% of the 13F portfolio, value $578,288,951.

    13F-HR 0000919574-25-003078 filed by ALKEON CAPITAL MANAGEMENT LLC
    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 6,458,720 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $466,513,345.

    13F-HR 0000919574-25-001214 filed by ALKEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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