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Disclosery

Blue Whale Capital LLP: LRCX position timeline

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

Blue Whale Capital LLP held 1,017,021 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 1,017,021 shares
    Change vs previous 13F -273,568 shares

    13.98% of the 13F portfolio, value $440,705,710.

    13F-HR 0001801547-26-000005 filed by Blue Whale Capital LLP
    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 1,290,589 shares
    Change vs previous 13F -133,041 shares

    13.11% of the 13F portfolio, value $275,747,246.

    13F-HR 0001801547-26-000003 filed by Blue Whale Capital LLP
    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 1,423,630 shares
    Change vs previous 13F -277,866 shares

    12.51% of the 13F portfolio, value $243,696,983.

    13F-HR 0001801547-26-000002 filed by Blue Whale Capital LLP
    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 1,701,496 shares
    Change vs previous 13F -178,032 shares

    12.6% of the 13F portfolio, value $227,830,314.

    13F-HR 0001801547-25-000010 filed by Blue Whale Capital LLP
    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 1,879,528 shares
    Change vs previous 13F +35,493 shares

    11.98% of the 13F portfolio, value $182,953,256.

    13F-HR 0001801547-25-000005 filed by Blue Whale Capital LLP
    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 1,844,035 shares
    Change vs previous 13F -216,910 shares

    10.85% of the 13F portfolio, value $134,061,345.

    13F-HR 0001801547-25-000002 filed by Blue Whale Capital LLP
    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 2,060,945 shares
    Change vs previous 13F +1,962,386 shares

    11.06% of the 13F portfolio, value $148,862,057.

    13F-HR 0001801547-25-000001 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 98,559 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $80,432,029.

    13F-HR 0001801547-24-000005 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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