Skip to content
Disclosery

Baron Capital: LRCX position timeline

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

Baron Capital held 129,318 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 129,318 shares
    Change vs previous 13F +12,648 shares

    0.08% of the 13F portfolio, value $56,037,369.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 116,670 shares
    Change vs previous 13F +88,641 shares

    0.08% of the 13F portfolio, value $24,927,712.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 28,029 shares
    Change vs previous 13F +14,500 shares

    0.01% of the 13F portfolio, value $4,798,004.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 13,529 shares
    Change vs previous 13F -1,039 shares

    <0.01% of the 13F portfolio, value $1,811,533.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 14,568 shares
    Change vs previous 13F +5,549 shares

    <0.01% of the 13F portfolio, value $1,418,049.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 9,019 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $655,681.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 9,019 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $651,442.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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