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Disclosery

L2 Asset Management, LLC: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L2 Asset Management, LLC on LRCX, newest first. How the timeline and the estimate are built.

L2 Asset Management, LLC held 23,182 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,182 shares
    Change vs previous 13F -2,843 shares

    1.04% of the 13F portfolio, value $10,045,396.

    13F-HR 0000919574-26-005117 filed by L2 Asset Management, 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 26,025 shares
    Change vs previous 13F -1,901 shares

    0.53% of the 13F portfolio, value $5,560,502.

    13F-HR 0000919574-26-003154 filed by L2 Asset Management, 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 27,926 shares
    Change vs previous 13F +10,536 shares

    0.64% of the 13F portfolio, value $4,780,318.

    13F-HR 0000919574-26-000986 filed by L2 Asset Management, 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 17,390 shares
    Change vs previous 13F -2,739 shares

    0.34% of the 13F portfolio, value $2,328,474.

    13F-HR 0000919574-25-006797 filed by L2 Asset Management, 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 20,129 shares
    Change vs previous 13F +20,129 shares

    0.32% of the 13F portfolio, value $1,959,357.

    13F-HR 0000919574-25-004698 filed by L2 Asset Management, 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 0 shares
    Change vs previous 13F -17,935 shares

    13F-HR 0000919574-25-003094 filed by L2 Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 17,935 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,295,410.

    13F-HR 0000919574-25-001265 filed by L2 Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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