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VIKING FUND MANAGEMENT LLC: LRCX position timeline

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

VIKING FUND MANAGEMENT LLC held 20,000 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,000 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $8,666,600.

    13F-HR 0001169069-26-000006 filed by VIKING FUND 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 20,000 shares
    Change vs previous 13F -20,000 shares

    0.44% of the 13F portfolio, value $4,273,200.

    13F-HR 0001169069-26-000004 filed by VIKING FUND MANAGEMENT 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 40,000 shares
    Change vs previous 13F -30,000 shares

    0.79% of the 13F portfolio, value $6,847,200.

    13F-HR 0001169069-26-000002 filed by VIKING FUND MANAGEMENT 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 70,000 shares
    Change vs previous 13F -37,000 shares

    1.13% of the 13F portfolio, value $9,373,000.

    13F-HR 0001169069-25-000009 filed by VIKING FUND MANAGEMENT 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 107,000 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $10,415,380.

    13F-HR 0001169069-25-000007 filed by VIKING FUND MANAGEMENT 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 107,000 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $7,778,900.

    13F-HR 0001169069-25-000004 filed by VIKING FUND MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 107,000 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $7,728,610.

    13F-HR 0001169069-25-000002 filed by VIKING FUND MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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