AustralianSuper Pty Ltd: LRCX position timeline

AustralianSuper Pty Ltd held 555,814 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 555,814 shares

   Change vs previous 13F -148,453 shares

   1.04% of the 13F portfolio, value $240,850,881.

   13F-HR 0001694164-26-000007 filed by AustralianSuper Pty Ltd
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 704,267 shares

   Change vs previous 13F -1,127,344 shares

   0.78% of the 13F portfolio, value $150,473,687.

   13F-HR 0001694164-26-000004 filed by AustralianSuper Pty Ltd
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,831,611 shares

   Change vs previous 13F +111,187 shares

   1.46% of the 13F portfolio, value $313,535,171.

   13F-HR 0001694164-26-000001 filed by AustralianSuper Pty Ltd
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 1,720,424 shares

   Change vs previous 13F +1,395,428 shares

   1.09% of the 13F portfolio, value $230,364,774.

   13F-HR/A 0001694164-25-000015 filed by AustralianSuper Pty Ltd
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 324,996 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $31,635,111.

   13F-HR 0001694164-25-000007 filed by AustralianSuper Pty Ltd
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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