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Disclosery

Bowie Capital Management, LLC: LRCX position timeline

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

Bowie Capital Management, LLC held 0 LRCX shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -126,003 shares

    13F-HR 0001691982-25-000007 filed by Bowie Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 126,003 shares
    Change vs previous 13F +69,123 shares

    0.58% of the 13F portfolio, value $12,265,131.

    13F-HR 0001691982-25-000006 filed by Bowie 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 ended2025-03-31
    13F 56,880 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,135,177.

    13F-HR 0001691982-25-000003 filed by Bowie Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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