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Disclosery

Heard Capital LLC: LRCX position timeline

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

Heard Capital LLC held 757,760 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 757,760 shares
    Change vs previous 13F -313,120 shares

    14.05% of the 13F portfolio, value $328,360,141.

    13F-HR 0001172661-26-003256 filed by Heard Capital 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 1,070,880 shares
    Change vs previous 13F -221,775 shares

    11.83% of the 13F portfolio, value $228,804,221.

    13F-HR 0001172661-26-002072 filed by Heard Capital 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 1,292,655 shares
    Change vs previous 13F -292,585 shares

    10.39% of the 13F portfolio, value $221,276,683.

    13F-HR 0001172661-26-000827 filed by Heard Capital 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/A 1,585,240 shares
    Change vs previous 13F -166,950 shares

    10.3% of the 13F portfolio, value $212,263,636.

    13F-HR/A 0001172661-25-004995 filed by Heard Capital 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 1,752,190 shares
    Change vs previous 13F -153,915 shares

    8.91% of the 13F portfolio, value $170,558,174.

    13F-HR 0001172661-25-003442 filed by Heard Capital 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 1,906,105 shares
    Change vs previous 13F +43,345 shares

    8.23% of the 13F portfolio, value $138,573,833.

    13F-HR 0001172661-25-001980 filed by Heard Capital 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 1,862,760 shares
    Change vs previous 13F not available

    8% of the 13F portfolio, value $134,547,154.

    13F-HR 0001172661-25-000903 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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