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Disclosery

Andra AP-fonden: LRCX position timeline

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

Andra AP-fonden held 189,539 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,539 shares
    Change vs previous 13F +10,800 shares

    0.94% of the 13F portfolio, value $82,132,935.

    13F-HR 0001535452-26-000006 filed by Andra AP-fonden
    Accepted , ingested

  2. period ended2026-03-31
    13F 178,739 shares
    Change vs previous 13F -284,061 shares

    0.45% of the 13F portfolio, value $38,189,375.

    13F-HR 0001535452-26-000004 filed by Andra AP-fonden
    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 462,800 shares
    Change vs previous 13F -804,695 shares

    0.98% of the 13F portfolio, value $79,222,104.

    13F-HR 0001535452-26-000002 filed by Andra AP-fonden
    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 1,267,495 shares
    Change vs previous 13F +603,500 shares

    2.17% of the 13F portfolio, value $169,717,580.

    13F-HR 0001535452-25-000008 filed by Andra AP-fonden
    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 663,995 shares
    Change vs previous 13F +87,500 shares

    0.9% of the 13F portfolio, value $64,633,273.

    13F-HR 0001535452-25-000004 filed by Andra AP-fonden
    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 576,495 shares
    Change vs previous 13F -56,905 shares

    0.69% of the 13F portfolio, value $41,911,186.

    13F-HR 0001535452-25-000003 filed by Andra AP-fonden
    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 633,400 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $45,750,482.

    13F-HR 0001535452-25-000001 filed by Andra AP-fonden
    Filed (acceptance time not in the bulk data set), ingested

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