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Disclosery

Janus Henderson: LRCX position timeline

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

Janus Henderson held 9,884,116 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 9,884,116 shares
    Share basis changed not comparable

    Membership change: Jupiter Topco LLC joined the group. 1.75% of the 13F portfolio, value $4,283,118,061.

    13F-HR 0001085146-26-000611 filed by Jupiter Topco LLC
    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/A 9,265,026 shares
    Change vs previous 13F +181,087 shares

    0.94% of the 13F portfolio, value $1,975,244,413.

    13F-HR/A 0001085146-26-000420 filed by JANUS HENDERSON GROUP PLC
    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 9,083,939 shares
    Change vs previous 13F +470,609 shares

    0.7% of the 13F portfolio, value $1,554,966,508.

    13F-HR 0001085146-26-000226 filed by JANUS HENDERSON GROUP PLC
    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 8,613,330 shares
    Change vs previous 13F +1,191,558 shares

    0.53% of the 13F portfolio, value $1,153,311,454.

    13F-HR 0001085146-25-005993 filed by JANUS HENDERSON GROUP PLC
    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 7,421,772 shares
    Change vs previous 13F +30,476 shares

    0.35% of the 13F portfolio, value $722,425,692.

    13F-HR 0001085146-25-005104 filed by JANUS HENDERSON GROUP PLC
    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 7,391,296 shares
    Change vs previous 13F -3,576,679 shares

    0.29% of the 13F portfolio, value $536,704,468.

    13F-HR 0001085146-25-003208 filed by JANUS HENDERSON GROUP PLC
    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 10,967,975 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $792,161,164.

    13F-HR 0001085146-25-001531 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

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