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Disclosery

FIRST MANHATTAN CO. LLC.: LRCX position timeline

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

FIRST MANHATTAN CO. LLC. held 52,227 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 52,227 shares
    Change vs previous 13F -9,987 shares

    0.06% of the 13F portfolio, value $22,645,257.

    13F-HR 0000728083-26-000007 filed by FIRST MANHATTAN CO. 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 62,214 shares
    Change vs previous 13F -13,459 shares

    0.04% of the 13F portfolio, value $13,309,178.

    13F-HR 0000728083-26-000005 filed by FIRST MANHATTAN CO. 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 75,673 shares
    Change vs previous 13F -261 shares

    0.03% of the 13F portfolio, value $12,972,131.

    13F-HR 0000728083-26-000002 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 75,934 shares
    Change vs previous 13F +21,398 shares

    0.03% of the 13F portfolio, value $10,187,305.

    13F-HR 0000728083-25-000015 filed by FIRST MANHATTAN CO. LLC.
    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 54,536 shares
    Change vs previous 13F +46,985 shares

    0.02% of the 13F portfolio, value $5,321,078.

    13F-HR 0000728083-25-000010 filed by FIRST MANHATTAN CO. LLC.
    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 7,551 shares
    Change vs previous 13F -290 shares

    <0.01% of the 13F portfolio, value $550,694.

    13F-HR 0001750312-25-000007 filed by FIRST MANHATTAN CO. LLC.
    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 7,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $568,159.

    13F-HR 0000728083-25-000003 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

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