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Panoramic Capital Partners, LLC: LRCX position timeline

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

Panoramic Capital Partners, LLC held 1,029 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,029 shares
    Change vs previous 13F -460 shares

    0.21% of the 13F portfolio, value $445,897.

    13F-HR 0001951757-26-001192 filed by Panoramic Capital Partners, 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 1,489 shares
    Change vs previous 13F +39 shares

    0.2% of the 13F portfolio, value $318,140.

    13F-HR 0001951757-26-000534 filed by Panoramic Capital Partners, 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 1,450 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $248,211.

    13F-HR 0001951757-26-000025 filed by Panoramic Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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