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Disclosery

Teewinot Capital Advisers, L.L.C.: LRCX position timeline

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

Teewinot Capital Advisers, L.L.C. 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 -601,195 shares

    13F-HR 0001420506-26-000539 filed by Teewinot Capital Advisers, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    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 601,195 shares
    Change vs previous 13F -262,268 shares

    6.26% of the 13F portfolio, value $80,500,011.

    13F-HR 0001420506-25-003402 filed by Teewinot Capital Advisers, L.L.C.
    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 863,463 shares
    Change vs previous 13F +366,774 shares

    6.91% of the 13F portfolio, value $84,049,488.

    13F-HR 0001420506-25-002134 filed by Teewinot Capital Advisers, L.L.C.
    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 496,689 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $36,109,290.

    13F-HR 0001420506-25-001256 filed by Teewinot Capital Advisers, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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