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Disclosery

Balyasny Asset Management: LRCX position timeline

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

Balyasny Asset Management held 34,501 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 34,501 shares
    Change vs previous 13F -516,588 shares

    0.03% of the 13F portfolio, value $14,950,318.

    13F-HR 0001193125-26-351940 filed by Balyasny Asset Management L.P.
    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 551,089 shares
    Change vs previous 13F +171,765 shares

    0.23% of the 13F portfolio, value $117,745,676.

    13F-HR 0001193125-26-226359 filed by Balyasny Asset Management L.P.
    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 379,324 shares
    Change vs previous 13F -417,094 shares

    0.12% of the 13F portfolio, value $64,932,682.

    13F-HR 0001193125-26-054303 filed by Balyasny Asset Management L.P.
    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 796,418 shares
    Change vs previous 13F +680,185 shares

    0.22% of the 13F portfolio, value $106,640,370.

    13F-HR 0001193125-25-282267 filed by Balyasny Asset Management L.P.
    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 116,233 shares
    Change vs previous 13F -1,303,498 shares

    0.03% of the 13F portfolio, value $11,314,120.

    13F-HR 0000950123-25-008224 filed by Balyasny Asset Management L.P.
    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 1,419,731 shares
    Change vs previous 13F -193,730 shares

    0.26% of the 13F portfolio, value $103,214,444.

    13F-HR 0000950123-25-005606 filed by Balyasny Asset Management L.P.
    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 1,613,461 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $116,540,288.

    13F-HR 0000950123-25-002486 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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