Elemental Capital Partners LLC: LRCX position timeline

Elemental Capital Partners LLC held 57,710 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 57,710 shares

   Change vs previous 13F +225 shares

   5.25% of the 13F portfolio, value $25,007,474.

   13F-HR 0001860672-26-000003 filed by Elemental Capital Partners LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 57,485 shares

   Change vs previous 13F +6,183 shares

   5.23% of the 13F portfolio, value $12,282,245.

   13F-HR 0001860672-26-000002 filed by Elemental Capital Partners LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 51,302 shares

   Change vs previous 13F +2,802 shares

   4.67% of the 13F portfolio, value $8,781,876.

   13F-HR 0001860672-26-000001 filed by Elemental Capital Partners LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 48,500 shares

   Change vs previous 13F -58,640 shares

   3.67% of the 13F portfolio, value $6,494,150.

   13F-HR 0001860672-25-000003 filed by Elemental Capital Partners LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2024-12-31

   13F 107,140 shares

   Change vs previous 13F not available

   7.25% of the 13F portfolio, value $7,738,722.

   13F-HR 0001860672-25-000001 filed by Elemental Capital Partners LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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