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Maytus Capital Management, LLC: LRCX position timeline

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

Maytus Capital Management, LLC held 50,000 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,000 shares
    Change vs previous 13F +50,000 shares

    3.41% of the 13F portfolio, value $21,666,500.

    13F-HR 0001420506-26-001661 filed by Maytus Capital 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -64,034 shares

    13F-HR 0001420506-26-000464 filed by Maytus Capital 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.

  3. period ended2025-09-30
    13F 64,034 shares
    Change vs previous 13F -62,664 shares

    1.84% of the 13F portfolio, value $8,574,153.

    13F-HR 0001420506-25-003238 filed by Maytus Capital 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 ended2025-06-30
    13F 126,698 shares
    Change vs previous 13F -70,404 shares

    2.27% of the 13F portfolio, value $12,332,783.

    13F-HR 0001420506-25-002009 filed by Maytus Capital 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 ended2025-03-31
    13F 197,102 shares
    Change vs previous 13F -2,898 shares

    4.41% of the 13F portfolio, value $14,329,315.

    13F-HR 0001420506-25-001158 filed by Maytus Capital 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 ended2024-12-31
    13F 200,000 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $14,446,000.

    13F-HR 0001420506-25-000441 filed by Maytus Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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