Skye Global Management LP: LRCX position timeline

Skye Global Management LP held 0 LRCX shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -342,000 shares

   13F-HR 0001420506-26-000475 filed by Skye Global Management LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 342,000 shares

   Change vs previous 13F -386,000 shares

   0.92% of the 13F portfolio, value $45,793,800.

   13F-HR 0001420506-25-003246 filed by Skye Global Management LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 728,000 shares

   Change vs previous 13F -274,000 shares

   1.51% of the 13F portfolio, value $70,863,520.

   13F-HR 0001420506-25-002018 filed by Skye Global Management LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 1,002,000 shares

   Change vs previous 13F +460,000 shares

   1.94% of the 13F portfolio, value $72,845,400.

   13F-HR 0001420506-25-001164 filed by Skye Global Management LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 542,000 shares

   Change vs previous 13F not available

   0.82% of the 13F portfolio, value $39,148,660.

   13F-HR 0001420506-25-000488 filed by Skye Global Management LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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