Terra Nova Asset Management LLC: LRCX position timeline

Terra Nova Asset Management LLC held 5,948 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 5,948 shares

   Change vs previous 13F -44 shares

   1.26% of the 13F portfolio, value $1,953,820.

   13F-HR 0001085146-26-000882 filed by Terra Nova Asset Management LLC
   Accepted 2026-10-10 01:02:27 UTC, ingested 2026-10-13 10:02:15 UTC

2. period ended2026-06-30

   13F 5,992 shares

   Change vs previous 13F +1,747 shares

   1.59% of the 13F portfolio, value $2,596,347.

   13F-HR 0001658652-26-000006 filed by Terra Nova Asset Management LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,245 shares

   Change vs previous 13F +582 shares

   0.67% of the 13F portfolio, value $906,911.

   13F-HR 0001658652-26-000002 filed by Terra Nova Asset Management LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 3,663 shares

   Change vs previous 13F +572 shares

   0.41% of the 13F portfolio, value $627,028.

   13F-HR 0001658652-26-000001 filed by Terra Nova Asset Management LLC
   Filed 2026-01-14 (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).

5. period ended2025-09-30

   13F 3,091 shares

   Change vs previous 13F +714 shares

   0.26% of the 13F portfolio, value $413,932.

   13F-HR 0001658652-25-000004 filed by Terra Nova Asset Management LLC
   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).

6. period ended2025-06-30

   13F 2,377 shares

   Change vs previous 13F -24,795 shares

   0.16% of the 13F portfolio, value $231,378.

   13F-HR 0001085146-25-004845 filed by Terra Nova Asset Management LLC
   Filed 2025-08-12 (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).

7. period ended2025-03-31

   13F 27,172 shares

   Change vs previous 13F +15,528 shares

   1.55% of the 13F portfolio, value $1,975,374.

   13F-HR 0001085146-25-002274 filed by Terra Nova Asset Management LLC
   Filed 2025-04-23 (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).

8. period ended2024-12-31

   13F 11,644 shares

   Change vs previous 13F not available

   0.64% of the 13F portfolio, value $841,066.

   13F-HR 0001085146-25-000245 filed by Terra Nova Asset Management LLC
   Filed 2025-01-16 (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).