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Disclosery

STF Management LP: LRCX position timeline

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

STF Management LP held 7,485 LRCX shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,485 shares
    Change vs previous 13F -12,144 shares

    1.2% of the 13F portfolio, value $1,281,282.

    13F-HR 0001965239-26-000002 filed by STF 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 ended2025-09-30
    13F 19,629 shares
    Change vs previous 13F -523 shares

    0.97% of the 13F portfolio, value $2,628,323.

    13F-HR 0001965239-25-000008 filed by STF 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 ended2025-06-30
    13F 20,152 shares
    Change vs previous 13F +510 shares

    0.77% of the 13F portfolio, value $1,961,596.

    13F-HR 0001965239-25-000005 filed by STF 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 ended2025-03-31
    13F 19,642 shares
    Change vs previous 13F -5 shares

    0.69% of the 13F portfolio, value $1,427,973.

    13F-HR 0001965239-25-000004 filed by STF 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 ended2024-12-31
    13F 19,647 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,419,103.

    13F-HR 0001965239-25-000002 filed by STF Management LP
    Filed (acceptance time not in the bulk data set), ingested

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