DNB Asset Management AS: LRCX position timeline

DNB Asset Management AS held 288,952 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 288,952 shares

   Change vs previous 13F +23,555 shares

   0.35% of the 13F portfolio, value $125,211,570.

   13F-HR 0000912282-26-001061 filed by DNB Asset Management AS
   Filed 2026-08-11 (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 265,397 shares

   Change vs previous 13F -768,387 shares

   0.2% of the 13F portfolio, value $56,704,723.

   13F-HR 0000912282-26-000720 filed by DNB Asset Management AS
   Filed 2026-05-14 (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 1,033,784 shares

   Change vs previous 13F -1,566,311 shares

   0.62% of the 13F portfolio, value $176,963,145.

   13F-HR 0000912282-26-000250 filed by DNB Asset Management AS
   Filed 2026-02-05 (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 2,600,095 shares

   Change vs previous 13F -540,718 shares

   1.3% of the 13F portfolio, value $348,152,721.

   13F-HR 0000912282-25-001221 filed by DNB Asset Management AS
   Filed 2025-11-12 (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 3,140,813 shares

   Change vs previous 13F not available

   1.27% of the 13F portfolio, value $305,726,737.

   13F-HR 0000912282-25-000858 filed by DNB Asset Management AS
   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).