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Disclosery

Night Squared LP: LRCX position timeline

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

Night Squared LP held 11,970 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 11,970 shares
    Change vs previous 13F -13,627 shares

    0.56% of the 13F portfolio, value $5,186,960.

    13F-HR 0001140361-26-032920 filed by Night Squared 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 25,597 shares
    Change vs previous 13F +12,501 shares

    0.8% of the 13F portfolio, value $5,469,055.

    13F-HR 0001140361-26-021406 filed by Night Squared 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 13,096 shares
    Change vs previous 13F -10,840 shares

    0.63% of the 13F portfolio, value $2,241,773.

    13F-HR 0001140361-26-005574 filed by Night Squared 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 23,936 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,205,030.

    13F-HR 0001140361-25-042082 filed by Night Squared LP
    Filed (acceptance time not in the bulk data set), ingested

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