ExodusPoint Capital Management, LP: LRCX position timeline

ExodusPoint Capital Management, LP held 18,328 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 18,328 shares

   Change vs previous 13F -34,229 shares

   0.07% of the 13F portfolio, value $7,942,072.

   13F-HR 0001736225-26-000010 filed by ExodusPoint Capital Management, LP
   Filed 2026-08-14 (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/A 52,557 shares

   Change vs previous 13F -30,497 shares

   0.11% of the 13F portfolio, value $11,229,329.

   13F-HR 0001736225-26-000006 filed by ExodusPoint Capital Management, LP
   Filed 2026-05-14 (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 83,054 shares

   Change vs previous 13F -83,728 shares

   0.16% of the 13F portfolio, value $14,217,184.

   13F-HR 0001736225-26-000003 filed by ExodusPoint Capital Management, LP
   Filed 2026-02-17 (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 166,782 shares

   Change vs previous 13F +110,658 shares

   0.31% of the 13F portfolio, value $22,332,110.

   13F-HR 0001736225-25-000030 filed by ExodusPoint Capital Management, LP
   Filed 2025-11-14 (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 ended2025-06-30

   13F 56,124 shares

   Change vs previous 13F -68,622 shares

   0.07% of the 13F portfolio, value $5,463,000.

   13F-HR 0001736225-25-000027 filed by ExodusPoint Capital Management, LP
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 124,746 shares

   Change vs previous 13F -80,601 shares

   0.12% of the 13F portfolio, value $9,069,000.

   13F-HR 0001736225-25-000021 filed by ExodusPoint Capital Management, LP
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 205,347 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $14,832,000.

   13F-HR 0001736225-25-000017 filed by ExodusPoint Capital Management, LP
   Filed 2025-02-12 (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).