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CloudAlpha Capital Management Limited/Hong Kong: LRCX position timeline

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

CloudAlpha Capital Management Limited/Hong Kong held 271,100 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,100 shares
    Change vs previous 13F +271,100 shares

    11.6% of the 13F portfolio, value $117,475,763.

    13F-HR 0001745907-26-000006 filed by CloudAlpha Capital Management Limited/Hong Kong
    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 0 shares
    Change vs previous 13F -190,615 shares

    13F-HR 0001745907-26-000004 filed by CloudAlpha Capital Management Limited/Hong Kong
    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.

  3. period ended2025-12-31
    13F 190,615 shares
    Change vs previous 13F -19,585 shares

    2.93% of the 13F portfolio, value $32,629,476.

    13F-HR 0001745907-26-000002 filed by CloudAlpha Capital Management Limited/Hong Kong
    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 210,200 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $28,145,780.

    13F-HR 0001745907-25-000041 filed by CloudAlpha Capital Management Limited/Hong Kong
    Filed (acceptance time not in the bulk data set), ingested

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