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Disclosery

Vinva Investment Management Ltd: LRCX position timeline

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

Vinva Investment Management Ltd held 272,174 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 272,174 shares
    Change vs previous 13F +90,127 shares

    0.75% of the 13F portfolio, value $111,839,018.

    13F-HR 0001754960-26-000770 filed by Vinva Investment Management Ltd
    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 182,047 shares
    Change vs previous 13F +182,047 shares

    0.45% of the 13F portfolio, value $36,396,657.

    13F-HR 0001754960-26-000383 filed by Vinva Investment Management Ltd
    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 0 shares
    Change vs previous 13F -128,092 shares

    13F-HR 0001754960-26-000183 filed by Vinva Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 128,092 shares
    Change vs previous 13F -24,757 shares

    0.33% of the 13F portfolio, value $16,791,580.

    13F-HR 0001754960-25-000781 filed by Vinva Investment Management Ltd
    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 152,849 shares
    Change vs previous 13F +56,281 shares

    0.39% of the 13F portfolio, value $14,856,923.

    13F-HR 0001754960-25-000593 filed by Vinva Investment Management Ltd
    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 96,568 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,011,802.

    13F-HR 0001754960-25-000300 filed by Vinva Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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