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Disclosery

Artisan Partners Limited Partnership: LRCX position timeline

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

Artisan Partners Limited Partnership held 786,238 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 786,238 shares
    Change vs previous 13F -4,243,428 shares

    0.56% of the 13F portfolio, value $340,700,513.

    13F-HR 0001193125-26-349319 filed by Artisan Partners Limited Partnership
    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 5,029,666 shares
    Change vs previous 13F -2,921,363 shares

    1.75% of the 13F portfolio, value $1,074,638,438.

    13F-HR 0001193125-26-220594 filed by Artisan Partners Limited Partnership
    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 7,951,029 shares
    Change vs previous 13F -2,679,237 shares

    2.08% of the 13F portfolio, value $1,361,057,144.

    13F-HR 0001193125-26-052992 filed by Artisan Partners Limited Partnership
    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 10,630,266 shares
    Change vs previous 13F +780,398 shares

    2.05% of the 13F portfolio, value $1,423,392,617.

    13F-HR 0001193125-25-275718 filed by Artisan Partners Limited Partnership
    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 9,849,868 shares
    Change vs previous 13F +2,575,456 shares

    1.43% of the 13F portfolio, value $958,786,151.

    13F-HR 0000950123-25-007551 filed by Artisan Partners Limited Partnership
    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 7,274,412 shares
    Change vs previous 13F +2,082,759 shares

    0.86% of the 13F portfolio, value $528,849,752.

    13F-HR 0000950123-25-005057 filed by Artisan Partners Limited Partnership
    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 5,191,653 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $374,993,096.

    13F-HR 0000950123-25-001671 filed by Artisan Partners Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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