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Disclosery

NZS Capital, LLC: LRCX position timeline

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

NZS Capital, LLC held 535,030 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 535,030 shares
    Change vs previous 13F -38,857 shares

    6.01% of the 13F portfolio, value $231,844,550.

    13F-HR 0001816616-26-000004 filed by NZS 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 573,887 shares
    Change vs previous 13F -165,786 shares

    4.09% of the 13F portfolio, value $122,616,696.

    13F-HR 0001816616-26-000003 filed by NZS 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 739,673 shares
    Change vs previous 13F -331,513 shares

    3.88% of the 13F portfolio, value $126,617,224.

    13F-HR 0001816616-26-000002 filed by NZS 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 1,071,186 shares
    Change vs previous 13F +16,308 shares

    4.39% of the 13F portfolio, value $143,431,805.

    13F-HR 0001816616-25-000008 filed by NZS 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 1,054,878 shares
    Change vs previous 13F +123,118 shares

    3.49% of the 13F portfolio, value $102,681,825.

    13F-HR 0001816616-25-000005 filed by NZS 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 931,760 shares
    Change vs previous 13F -14,613 shares

    3.05% of the 13F portfolio, value $67,738,952.

    13F-HR 0001816616-25-000004 filed by NZS 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 946,373 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $68,356,522.

    13F-HR 0001816616-25-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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