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Disclosery

May Hill Capital, LLC: LRCX position timeline

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

May Hill Capital, LLC held 5,184 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,184 shares
    Change vs previous 13F -137 shares

    0.47% of the 13F portfolio, value $2,246,386.

    13F-HR 0001951757-26-001169 filed by May Hill 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 5,321 shares
    Change vs previous 13F -991 shares

    0.29% of the 13F portfolio, value $1,136,885.

    13F-HR 0001951757-26-000778 filed by May Hill 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/A 6,312 shares
    Change vs previous 13F -1,240 shares

    0.29% of the 13F portfolio, value $1,080,488.

    13F-HR/A 0001951757-26-000796 filed by May Hill 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 7,552 shares
    Change vs previous 13F -1,018 shares

    0.3% of the 13F portfolio, value $1,011,213.

    13F-HR 0001951757-25-001346 filed by May Hill 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 8,570 shares
    Change vs previous 13F +520 shares

    0.27% of the 13F portfolio, value $834,204.

    13F-HR 0001951757-25-001013 filed by May Hill 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 8,050 shares
    Change vs previous 13F +320 shares

    0.22% of the 13F portfolio, value $585,235.

    13F-HR 0001951757-25-000481 filed by May Hill 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 7,730 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $558,338.

    13F-HR 0001951757-25-000245 filed by May Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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