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Value Aligned Research Advisors, LLC: LRCX position timeline

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

Value Aligned Research Advisors, LLC held 121,597 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,597 shares
    Change vs previous 13F -978,959 shares

    0.31% of the 13F portfolio, value $52,691,628.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, 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 1,100,556 shares
    Change vs previous 13F +393,523 shares

    2.79% of the 13F portfolio, value $235,144,795.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, 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 707,033 shares
    Change vs previous 13F +206,170 shares

    2.48% of the 13F portfolio, value $121,029,909.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, 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/A 500,863 shares
    Change vs previous 13F +18,533 shares

    1.55% of the 13F portfolio, value $67,065,556.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, 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 482,330 shares
    Change vs previous 13F +460,816 shares

    2.1% of the 13F portfolio, value $46,950,002.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,514 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,564,068.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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