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Disclosery

TFR Capital, LLC.: LRCX position timeline

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

TFR Capital, LLC. held 8,569 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,569 shares
    Change vs previous 13F +49 shares

    1.05% of the 13F portfolio, value $3,713,205.

    13F-HR 0001765380-26-000301 filed by TFR Capital, 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 8,520 shares
    Change vs previous 13F +285 shares

    0.56% of the 13F portfolio, value $1,820,383.

    13F-HR 0001765380-26-000141 filed by TFR Capital, 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 8,235 shares
    Change vs previous 13F +167 shares

    0.47% of the 13F portfolio, value $1,409,667.

    13F-HR 0001765380-26-000035 filed by TFR Capital, 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 8,068 shares
    Change vs previous 13F +5,980 shares

    0.36% of the 13F portfolio, value $1,080,305.

    13F-HR 0001765380-25-000435 filed by TFR Capital, 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/A 2,088 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,246.

    13F-HR/A 0001765380-25-000262 filed by TFR Capital, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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