ATALANTA SOSNOFF CAPITAL, LLC: LRCX position timeline

ATALANTA SOSNOFF CAPITAL, LLC held 224,322 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 224,322 shares

   Change vs previous 13F +64 shares

   1.71% of the 13F portfolio, value $97,205,434.

   13F-HR 0001172661-26-003327 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2026-08-12 (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 224,258 shares

   Change vs previous 13F -210,854 shares

   1.03% of the 13F portfolio, value $47,914,866.

   13F-HR 0001172661-26-002213 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2026-05-15 (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 435,112 shares

   Change vs previous 13F +6 shares

   1.45% of the 13F portfolio, value $74,482,551.

   13F-HR 0001172661-26-000704 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2026-02-13 (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 435,106 shares

   Change vs previous 13F -237,245 shares

   1.12% of the 13F portfolio, value $58,260,752.

   13F-HR 0001172661-25-004899 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2025-11-14 (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 672,351 shares

   Change vs previous 13F +672,351 shares

   1.33% of the 13F portfolio, value $65,446,674.

   13F-HR 0001172661-25-003078 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2025-08-12 (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).

6. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -5,195 shares

   13F-HR 0001172661-25-002034 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

7. period ended2024-12-31

   13F 5,195 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $375,263.

   13F-HR 0001172661-25-001021 filed by ATALANTA SOSNOFF CAPITAL, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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