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PLATINUM INVESTMENT MANAGEMENT LTD: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLATINUM INVESTMENT MANAGEMENT LTD on LRCX, newest first. How the timeline and the estimate are built.

PLATINUM INVESTMENT MANAGEMENT LTD held 46,439 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,439 shares
    Change vs previous 13F 0 shares

    4.95% of the 13F portfolio, value $20,123,412.

    13F-HR 0001256071-26-000007 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    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 46,439 shares
    Change vs previous 13F -9,406 shares

    2.5% of the 13F portfolio, value $9,922,157.

    13F-HR 0001256071-26-000005 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    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 55,845 shares
    Change vs previous 13F -519,524 shares

    2.21% of the 13F portfolio, value $9,559,547.

    13F-HR 0001256071-26-000004 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    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 575,369 shares
    Change vs previous 13F -157,824 shares

    4.98% of the 13F portfolio, value $77,041,909.

    13F-HR 0001256071-25-000009 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    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 733,193 shares
    Change vs previous 13F -411,137 shares

    4.75% of the 13F portfolio, value $71,369,007.

    13F-HR 0001085146-25-003979 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    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 1,144,330 shares
    Change vs previous 13F +1,127,244 shares

    4.82% of the 13F portfolio, value $83,192,791.

    13F-HR 0001085146-25-003294 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    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 17,086 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,234,122.

    13F-HR 0001085146-25-000949 filed by PLATINUM INVESTMENT MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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