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Nicholas Investment Partners, LP: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nicholas Investment Partners, LP on LRCX, newest first. How the timeline and the estimate are built.

Nicholas Investment Partners, LP held 24,295 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 24,295 shares
    Change vs previous 13F -242 shares

    0.59% of the 13F portfolio, value $10,527,752.

    13F-HR 0001389574-26-000005 filed by Nicholas Investment Partners, LP
    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 24,537 shares
    Change vs previous 13F +12,993 shares

    0.38% of the 13F portfolio, value $5,242,575.

    13F-HR 0001389574-26-000002 filed by Nicholas Investment Partners, LP
    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 11,544 shares
    Change vs previous 13F +1,440 shares

    0.14% of the 13F portfolio, value $1,976,102.

    13F-HR 0001389574-26-000001 filed by Nicholas Investment Partners, LP
    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 10,104 shares
    Change vs previous 13F -679 shares

    0.1% of the 13F portfolio, value $1,352,926.

    13F-HR 0001389574-25-000002 filed by Nicholas Investment Partners, LP
    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 10,783 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,049,617.

    13F-HR 0001085146-25-005136 filed by Nicholas Investment Partners, LP
    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 10,783 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $783,924.

    13F-HR 0001085146-25-003194 filed by Nicholas Investment Partners, LP
    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 10,783 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $778,856.

    13F-HR 0001085146-25-001550 filed by Nicholas Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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