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Disclosery

Markin Asset Management, LP: LRCX position timeline

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

Markin Asset Management, LP held 2,453 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,453 shares
    Change vs previous 13F +575 shares

    0.73% of the 13F portfolio, value $1,062,958.

    13F-HR 0002073603-26-000005 filed by Markin Volterra Fund LP
    Filed (acceptance time not in the bulk data set), ingested

    • Markin Volterra Fund LP: 1,580 shares
    • Markin Asset Management, LP: 873 shares

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

  2. period ended2026-03-31
    13F 1,878 shares
    Change vs previous 13F -311 shares

    3.75% of the 13F portfolio, value $401,253.

    13F-HR 0002073603-26-000003 filed by Markin Volterra Fund LP
    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 2,189 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $374,713.

    13F-HR 0002073603-26-000001 filed by Markin Volterra Fund LP
    Filed (acceptance time not in the bulk data set), ingested

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