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Disclosery

Katamaran Capital LLP: LRCX position timeline

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

Katamaran Capital LLP held 12,036 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,036 shares
    Change vs previous 13F +1,187 shares

    4.46% of the 13F portfolio, value $5,215,560.

    13F-HR 0002025353-26-000006 filed by Katamaran Capital LLP
    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 10,849 shares
    Change vs previous 13F -275 shares

    2.06% of the 13F portfolio, value $2,317,997.

    13F-HR 0002025353-26-000004 filed by Katamaran Capital LLP
    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 11,124 shares
    Change vs previous 13F -17,682 shares

    1.44% of the 13F portfolio, value $1,904,206.

    13F-HR 0002025353-26-000002 filed by Katamaran Capital LLP
    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 28,806 shares
    Change vs previous 13F -20,665 shares

    3.52% of the 13F portfolio, value $3,857,123.

    13F-HR 0002025353-25-000015 filed by Katamaran Capital LLP
    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 49,471 shares
    Change vs previous 13F +335 shares

    4.68% of the 13F portfolio, value $4,815,507.

    13F-HR 0002025353-25-000011 filed by Katamaran Capital LLP
    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 49,136 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $3,572,187.

    13F-HR 0002025353-25-000007 filed by Katamaran Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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