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Summit Street Capital Management, LLC: LRCX position timeline

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

Summit Street Capital Management, LLC held 50,428 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 50,428 shares
    Change vs previous 13F -51,053 shares

    3.07% of the 13F portfolio, value $21,851,964.

    13F-HR 0001595533-26-000004 filed by Summit Street 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 101,481 shares
    Change vs previous 13F -33,706 shares

    3.07% of the 13F portfolio, value $21,682,430.

    13F-HR 0001595533-26-000003 filed by Summit Street 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 135,187 shares
    Change vs previous 13F -69,065 shares

    3.64% of the 13F portfolio, value $23,141,310.

    13F-HR 0001595533-26-000002 filed by Summit Street 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 204,252 shares
    Change vs previous 13F -79,171 shares

    3.75% of the 13F portfolio, value $27,355,745.

    13F-HR 0001595533-25-000006 filed by Summit Street 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 283,423 shares
    Change vs previous 13F -14,220 shares

    4.55% of the 13F portfolio, value $27,588,394.

    13F-HR 0001085146-25-005130 filed by Summit Street 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/A 297,643 shares
    Change vs previous 13F +13,383 shares

    3.6% of the 13F portfolio, value $21,638,646.

    13F-HR/A 0001085146-25-004485 filed by Summit Street 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/A 284,260 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $20,532,100.

    13F-HR/A 0001085146-25-004484 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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