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Socorro Asset Management LP: LRCX position timeline

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

Socorro Asset Management LP held 17,291 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,291 shares
    Change vs previous 13F -4,518 shares

    3.36% of the 13F portfolio, value $7,492,709.

    13F-HR 0001781882-26-000005 filed by Socorro Asset Management LP
    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 21,809 shares
    Change vs previous 13F -20,735 shares

    2.11% of the 13F portfolio, value $4,659,711.

    13F-HR 0001781882-26-000004 filed by Socorro Asset Management LP
    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 42,544 shares
    Change vs previous 13F -10,681 shares

    2.82% of the 13F portfolio, value $7,282,682.

    13F-HR 0001781882-26-000002 filed by Socorro Asset Management LP
    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 53,225 shares
    Change vs previous 13F -18,991 shares

    2.57% of the 13F portfolio, value $7,126,828.

    13F-HR 0001781882-25-000006 filed by Socorro Asset Management LP
    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 72,216 shares
    Change vs previous 13F -22,089 shares

    2.35% of the 13F portfolio, value $7,029,505.

    13F-HR 0001781882-25-000005 filed by Socorro Asset Management LP
    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 94,305 shares
    Change vs previous 13F +3,864 shares

    2.37% of the 13F portfolio, value $6,855,974.

    13F-HR 0001787893-25-000005 filed by Socorro Asset Management LP
    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 90,441 shares
    Change vs previous 13F +84,259 shares

    2.56% of the 13F portfolio, value $6,532,553.

    13F-HR 0001781882-25-000002 filed by Socorro Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,182 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,045,007.

    13F-HR 0001781882-24-000007 filed by Socorro Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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