Zweig-DiMenna Associates LLC: LRCX position timeline

Zweig-DiMenna Associates LLC held 88,966 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 88,966 shares

   Change vs previous 13F -7,534 shares

   3.5% of the 13F portfolio, value $38,551,637.

   13F-HR 0001104659-26-095779 filed by Zweig-DiMenna Associates LLC
   Filed 2026-08-13 (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 96,500 shares

   Change vs previous 13F +31,100 shares

   2.89% of the 13F portfolio, value $20,618,190.

   13F-HR 0001104659-26-055325 filed by Zweig-DiMenna Associates LLC
   Filed 2026-05-05 (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 65,400 shares

   Change vs previous 13F +4,151 shares

   0.79% of the 13F portfolio, value $11,195,172.

   13F-HR 0001104659-26-012400 filed by Zweig-DiMenna Associates LLC
   Filed 2026-02-10 (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 61,249 shares

   Change vs previous 13F -1,423 shares

   0.64% of the 13F portfolio, value $8,201,241.

   13F-HR 0001104659-25-108211 filed by Zweig-DiMenna Associates LLC
   Filed 2025-11-07 (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 62,672 shares

   Change vs previous 13F not available

   0.63% of the 13F portfolio, value $6,100,492.

   13F-HR 0001104659-25-074002 filed by Zweig-DiMenna Associates LLC
   Filed 2025-08-05 (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).