Trybe Capital Management LP: LRCX position timeline

Trybe Capital Management LP held 478,246 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 478,246 shares

   Change vs previous 13F 0 shares

   22.3% of the 13F portfolio, value $207,238,339.

   13F-HR 0001315863-26-000587 filed by Trybe Capital Management LP
   Filed 2026-08-14 (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).

2. period ended2026-03-31

   13F 478,246 shares

   Change vs previous 13F 0 shares

   23.12% of the 13F portfolio, value $102,182,040.

   13F-HR 0001315863-26-000413 filed by Trybe Capital Management LP
   Filed 2026-05-15 (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).

3. period ended2025-12-31

   13F 478,246 shares

   Change vs previous 13F 0 shares

   14.71% of the 13F portfolio, value $81,866,150.

   13F-HR 0001315863-26-000159 filed by Trybe Capital Management LP
   Filed 2026-02-17 (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).

4. period ended2025-09-30

   13F 478,246 shares

   Change vs previous 13F +142,205 shares

   13.21% of the 13F portfolio, value $64,037,139.

   13F-HR 0001315863-25-000802 filed by Trybe Capital Management LP
   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).

5. period ended2025-06-30

   13F 336,041 shares

   Change vs previous 13F not available

   7.98% of the 13F portfolio, value $32,710,231.

   13F-HR 0001315863-25-000625 filed by Trybe Capital Management LP
   Filed 2025-08-14 (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).