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Disclosery

Totem Point Management, LLC: LRCX position timeline

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

Totem Point Management, LLC held 33,914 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 33,914 shares
    Change vs previous 13F +15,167 shares

    8.99% of the 13F portfolio, value $14,695,954.

    13F-HR 0001759364-26-000010 filed by Totem Point 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 18,747 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $4,005,484.

    13F-HR 0001759364-26-000004 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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