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Disclosery

DJE Kapital AG: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DJE Kapital AG on LRCX, newest first. How the timeline and the estimate are built.

DJE Kapital AG held 483,185 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 483,185 shares
    Change vs previous 13F +43,183 shares

    4.06% of the 13F portfolio, value $215,147,765.

    13F-HR 0001659196-26-000003 filed by DJE Kapital AG
    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 440,002 shares
    Change vs previous 13F +440,002 shares

    2.03% of the 13F portfolio, value $91,828,146.

    13F-HR 0001659196-26-000002 filed by DJE Kapital AG
    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 0 shares
    Change vs previous 13F -1,294,931 shares

    13F-HR 0001659196-26-000001 filed by DJE Kapital AG
    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.

  4. period ended2025-09-30
    13F 1,294,931 shares
    Change vs previous 13F 0 shares

    3.05% of the 13F portfolio, value $125,788,904.

    13F-HR 0001659196-25-000006 filed by DJE Kapital AG
    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 1,294,931 shares
    Change vs previous 13F +933,546 shares

    3.05% of the 13F portfolio, value $125,788,904.

    13F-HR 0001659196-25-000004 filed by DJE Kapital AG
    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 361,385 shares
    Change vs previous 13F +166,183 shares

    0.76% of the 13F portfolio, value $25,717,511.

    13F-HR 0001659196-25-000003 filed by DJE Kapital AG
    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 195,202 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $14,023,628.

    13F-HR 0001659196-25-000001 filed by DJE Kapital AG
    Filed (acceptance time not in the bulk data set), ingested

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