Polar Capital Holdings Plc: LRCX position timeline

Polar Capital Holdings Plc held 2,358,946 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 2,358,946 shares

   Change vs previous 13F +445,455 shares

   2.9% of the 13F portfolio, value $1,022,202,070.

   13F-HR 0001172661-26-003663 filed by Polar Capital Holdings Plc
   Filed 2026-08-14 (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 1,913,491 shares

   Change vs previous 13F -960,457 shares

   1.79% of the 13F portfolio, value $408,836,487.

   13F-HR 0001172661-26-002147 filed by Polar Capital Holdings Plc
   Filed 2026-05-15 (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 2,873,948 shares

   Change vs previous 13F +17,686 shares

   2.25% of the 13F portfolio, value $491,962,419.

   13F-HR 0001172661-26-000823 filed by Polar Capital Holdings Plc
   Filed 2026-02-17 (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 2,856,262 shares

   Change vs previous 13F +1,464,651 shares

   1.84% of the 13F portfolio, value $382,453,482.

   13F-HR 0001172661-25-004921 filed by Polar Capital Holdings Plc
   Filed 2025-11-14 (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 1,391,611 shares

   Change vs previous 13F not available

   0.71% of the 13F portfolio, value $135,459,415.

   13F-HR 0001172661-25-003304 filed by Polar Capital Holdings Plc
   Filed 2025-08-14 (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).