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Disclosery

DISCOVERY CAPITAL MANAGEMENT, LLC / CT: LRCX position timeline

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

DISCOVERY CAPITAL MANAGEMENT, LLC / CT held 4,568 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,568 shares
    Change vs previous 13F -293,448 shares

    0.08% of the 13F portfolio, value $1,979,451.

    13F-HR 0000919574-26-005426 filed by DISCOVERY CAPITAL MANAGEMENT, LLC / CT
    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 298,016 shares
    Change vs previous 13F +146,116 shares

    3.31% of the 13F portfolio, value $63,674,099.

    13F-HR 0000919574-26-003353 filed by DISCOVERY CAPITAL MANAGEMENT, LLC / CT
    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 151,900 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $26,002,242.

    13F-HR 0000919574-26-001128 filed by DISCOVERY CAPITAL MANAGEMENT, LLC / CT
    Filed (acceptance time not in the bulk data set), ingested

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