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Disclosery

DEEPWATER ASSET MANAGEMENT, LLC: LRCX position timeline

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

DEEPWATER ASSET MANAGEMENT, LLC held 20,915 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,915 shares
    Change vs previous 13F -3,048 shares

    4.12% of the 13F portfolio, value $9,063,097.

    13F-HR 0001172661-26-003133 filed by DEEPWATER 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 23,963 shares
    Change vs previous 13F -5,859 shares

    3.24% of the 13F portfolio, value $5,119,935.

    13F-HR 0001172661-26-001817 filed by DEEPWATER 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 29,822 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,104,930.

    13F-HR 0001172661-26-000610 filed by DEEPWATER ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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