POLEN CAPITAL MANAGEMENT LLC: LRCX position timeline

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

POLEN CAPITAL MANAGEMENT LLC held 859,036 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 859,036 shares
Change vs previous 13F -195,459 shares
3.21% of the 13F portfolio, value $372,246,307.
13F-HR 0001172661-26-003035 filed by POLEN CAPITAL MANAGEMENT LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,054,495 shares
Change vs previous 13F not available
1.56% of the 13F portfolio, value $225,303,412.
13F-HR 0001172661-26-001911 filed by POLEN CAPITAL MANAGEMENT LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).