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Disclosery

APG Asset Management N.V.: LRCX position timeline

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

APG Asset Management N.V. held 1,116,451 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,116,451 shares
    Change vs previous 13F +283,859 shares

    1.04% of the 13F portfolio, value $423,153,776.

    13F-HR 0001434819-26-000007 filed by APG Asset Management N.V.
    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 832,592 shares
    Change vs previous 13F +95,094 shares

    0.49% of the 13F portfolio, value $154,392,993.

    13F-HR 0001434819-26-000005 filed by APG Asset Management N.V.
    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 737,498 shares
    Change vs previous 13F -108,450 shares

    0.31% of the 13F portfolio, value $107,492,790.

    13F-HR 0001434819-26-000003 filed by APG Asset Management N.V.
    Filed (acceptance time not in the bulk data set), ingested

    • APG Asset Management US Inc.: 0 shares
    • APG Asset Management N.V.: 737,498 shares

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

  4. period ended2025-09-30
    13F 845,948 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $97,841,540.

    13F-HR 0001434819-25-000013 filed by APG Asset Management N.V.
    Filed (acceptance time not in the bulk data set), ingested

    • APG Asset Management US Inc.: 49,925 shares
    • APG Asset Management N.V.: 796,023 shares

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

  5. period ended2025-06-30
    13F 845,948 shares
    Change vs previous 13F +58,969 shares

    0.15% of the 13F portfolio, value $70,842,421.

    13F-HR 0001434819-25-000009 filed by APG Asset Management N.V.
    Filed (acceptance time not in the bulk data set), ingested

    • APG Asset Management US Inc.: 49,925 shares
    • APG Asset Management N.V.: 796,023 shares

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

  6. period ended2025-03-31
    13F 786,979 shares
    Change vs previous 13F -34,665 shares

    0.12% of the 13F portfolio, value $53,186,422.

    13F-HR 0001434819-25-000007 filed by APG Asset Management N.V.
    Filed (acceptance time not in the bulk data set), ingested

    • APG Asset Management US Inc.: 39,960 shares
    • APG Asset Management N.V.: 747,019 shares

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

  7. period ended2024-12-31
    13F 821,644 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $57,411,695.

    13F-HR 0001434819-25-000002 filed by APG Asset Management N.V.
    Filed (acceptance time not in the bulk data set), ingested

    • APG Asset Management US Inc.: 39,960 shares
    • APG Asset Management N.V.: 781,684 shares

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