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Disclosery

Heron Bay Capital Management: LRCX position timeline

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

Heron Bay Capital Management held 111,977 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 111,977 shares
    Change vs previous 13F -50,144 shares

    4.4% of the 13F portfolio, value $48,523,004.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 162,121 shares
    Change vs previous 13F +80,609 shares

    3.19% of the 13F portfolio, value $34,638,773.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 81,512 shares
    Change vs previous 13F -8,821 shares

    2.66% of the 13F portfolio, value $13,953,224.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 90,333 shares
    Change vs previous 13F -536 shares

    2.26% of the 13F portfolio, value $12,095,589.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 90,869 shares
    Change vs previous 13F +8,134 shares

    1.74% of the 13F portfolio, value $8,845,188.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 82,735 shares
    Change vs previous 13F -1,795 shares

    1.26% of the 13F portfolio, value $6,014,835.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 84,530 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $6,105,602.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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