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Disclosery

OP Asset Management Ltd: LRCX position timeline

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

OP Asset Management Ltd held 169,758 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,758 shares
    Change vs previous 13F +29,534 shares

    0.78% of the 13F portfolio, value $73,561,235.

    13F-HR 0002097005-26-000008 filed by OP Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F/A 140,224 shares
    Change vs previous 13F -45,903 shares

    0.31% of the 13F portfolio, value $29,960,259.

    13F-HR/A 0002097005-26-000013 filed by OP Asset Management Ltd
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 186,127 shares
    Change vs previous 13F +6,678 shares

    0.39% of the 13F portfolio, value $31,861,220.

    13F-HR/A 0002097005-26-000012 filed by OP Asset Management Ltd
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 179,449 shares
    Change vs previous 13F +2,379 shares

    0.32% of the 13F portfolio, value $24,028,221.

    13F-HR/A 0002097005-26-000011 filed by OP Asset Management Ltd
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 177,070 shares
    Change vs previous 13F +2,797 shares

    0.25% of the 13F portfolio, value $17,235,994.

    13F-HR/A 0002097005-26-000010 filed by OP Asset Management Ltd
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 174,273 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $12,669,647.

    13F-HR/A 0002097005-26-000009 filed by OP Asset Management Ltd
    Accepted , ingested