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Disclosery

Sitrin Capital Management LLC: LRCX position timeline

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

Sitrin Capital Management LLC held 27,012 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,012 shares
    Change vs previous 13F -17,520 shares

    5.19% of the 13F portfolio, value $11,712,000.

    13F-HR 0001664771-26-000003 filed by Sitrin Capital Management 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 44,532 shares
    Change vs previous 13F -28,874 shares

    4.77% of the 13F portfolio, value $9,525,966.

    13F-HR 0001664771-26-000002 filed by Sitrin Capital Management 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 73,406 shares
    Change vs previous 13F -94 shares

    5.97% of the 13F portfolio, value $12,584,003.

    13F-HR 0001664771-26-000001 filed by Sitrin Capital Management 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 73,500 shares
    Change vs previous 13F -1,094 shares

    4.73% of the 13F portfolio, value $9,860,182.

    13F-HR 0001664771-25-000003 filed by Sitrin Capital Management 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 74,594 shares
    Change vs previous 13F -7,149 shares

    3.71% of the 13F portfolio, value $7,277,591.

    13F-HR 0001085146-25-004084 filed by Sitrin Capital Management 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 81,743 shares
    Change vs previous 13F +605 shares

    3.22% of the 13F portfolio, value $5,960,945.

    13F-HR 0001085146-25-002405 filed by Sitrin Capital Management 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 81,138 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $5,878,593.

    13F-HR 0001085146-25-000784 filed by Sitrin Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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