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Disclosery

Capco Asset Management, LLC: LRCX position timeline

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

Capco Asset Management, LLC held 5,486 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,486 shares
    Change vs previous 13F -40,985 shares

    0.65% of the 13F portfolio, value $2,377,248.

    13F-HR 0001698068-26-000007 filed by Capco Asset Management, LLC
    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 46,471 shares
    Change vs previous 13F -103,089 shares

    2.71% of the 13F portfolio, value $9,928,994.

    13F-HR 0001698068-26-000005 filed by Capco Asset 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 ended2025-12-31
    13F 149,560 shares
    Change vs previous 13F -2,659 shares

    6.26% of the 13F portfolio, value $25,601,681.

    13F-HR 0001698068-26-000002 filed by Capco Asset Management, LLC
    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 152,219 shares
    Change vs previous 13F -97,071 shares

    4.75% of the 13F portfolio, value $20,382,137.

    13F-HR 0001698068-25-000013 filed by Capco Asset Management, LLC
    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 249,290 shares
    Change vs previous 13F -508 shares

    5.1% of the 13F portfolio, value $24,265,898.

    13F-HR 0001698068-25-000008 filed by Capco Asset Management, LLC
    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 249,798 shares
    Change vs previous 13F -6,229 shares

    4.3% of the 13F portfolio, value $18,160,323.

    13F-HR 0001698068-25-000004 filed by Capco Asset Management, LLC
    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 256,027 shares
    Change vs previous 13F +230,043 shares

    4.16% of the 13F portfolio, value $18,492,839.

    13F-HR 0001698068-25-000002 filed by Capco Asset Management, LLC
    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 25,984 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $21,205,277.

    13F-HR 0001698068-24-000077 filed by Capco Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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