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Disclosery

RENAISSANCE GROUP LLC: LRCX position timeline

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

RENAISSANCE GROUP LLC held 108,197 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 108,197 shares
    Change vs previous 13F -46,547 shares

    1.9% of the 13F portfolio, value $46,884,884.

    13F-HR 0000944234-26-000005 filed by RENAISSANCE GROUP 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 154,744 shares
    Change vs previous 13F -58,038 shares

    1.38% of the 13F portfolio, value $33,062,652.

    13F-HR 0000944234-26-000002 filed by RENAISSANCE GROUP 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 212,782 shares
    Change vs previous 13F +201,680 shares

    1.46% of the 13F portfolio, value $36,423,991.

    13F-HR 0000944234-26-000001 filed by RENAISSANCE GROUP 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 11,102 shares
    Change vs previous 13F -1,836 shares

    0.06% of the 13F portfolio, value $1,486,537.

    13F-HR 0000944234-25-000006 filed by RENAISSANCE GROUP 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 12,938 shares
    Change vs previous 13F -362 shares

    0.05% of the 13F portfolio, value $1,259,425.

    13F-HR 0000944234-25-000004 filed by RENAISSANCE GROUP 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 13,300 shares
    Change vs previous 13F -8,277 shares

    0.04% of the 13F portfolio, value $966,875.

    13F-HR 0000944234-25-000003 filed by RENAISSANCE GROUP 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 21,577 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,558,472.

    13F-HR 0000944234-25-000001 filed by RENAISSANCE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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