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Disclosery

Tredje AP-fonden: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tredje AP-fonden on LRCX, newest first. How the timeline and the estimate are built.

Tredje AP-fonden held 417,222 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,222 shares
    Change vs previous 13F +2,806 shares

    0.82% of the 13F portfolio, value $180,794,809.

    13F-HR 0001650290-26-000004 filed by Tredje AP-fonden
    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 414,416 shares
    Change vs previous 13F +139,747 shares

    0.48% of the 13F portfolio, value $88,544,122.

    13F-HR 0001650290-26-000003 filed by Tredje AP-fonden
    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 274,669 shares
    Change vs previous 13F +203,688 shares

    0.35% of the 13F portfolio, value $47,017,840.

    13F-HR 0001650290-26-000002 filed by Tredje AP-fonden
    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 70,981 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,504,355.

    13F-HR 0001650290-25-000013 filed by Tredje AP-fonden
    Filed (acceptance time not in the bulk data set), ingested

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