Alkeon Capital Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828M | Buy |
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|
2025
Q1 | $578M | Buy |
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|
2024
Q4 | $467M | Buy |
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|
2024
Q3 | $361M | Buy |
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|
2024
Q2 | $419M | Buy |
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|
2024
Q1 | $285M | Hold |
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|
2023
Q4 | $230M | Sell |
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|
2023
Q3 | $184M | Hold |
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|
2023
Q2 | $189M | Sell |
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|
2023
Q1 | $221M | Sell |
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|
2022
Q4 | $254M | Sell |
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|
2022
Q3 | $307M | Sell |
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|
2022
Q2 | $473M | Buy |
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|
2022
Q1 | $494M | Buy |
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|
2021
Q4 | $551M | Buy |
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|
2021
Q3 | $325M | Sell |
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|
2021
Q2 | $372M | Sell |
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|
2021
Q1 | $370M | Sell |
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|
2020
Q4 | $364M | Sell |
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|
2020
Q3 | $285M | Buy |
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|
2020
Q2 | $207M | Hold |
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|
2020
Q1 | $154M | Hold |
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|
2019
Q4 | $187M | Hold |
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|
2019
Q3 | $148M | Buy |
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|
2019
Q2 | $111M | Buy |
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|
2019
Q1 | $92.3M | Buy |
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|
2018
Q4 | $61.7M | Sell |
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|
2018
Q3 | $68.9M | Sell |
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|
2018
Q2 | $144M | Hold |
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|
2018
Q1 | $169M | Buy |
|
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|
2017
Q4 | $150M | Sell |
|
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|
2017
Q3 | $153M | Buy |
|
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|
2017
Q2 | $116M | Sell |
|
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|
2017
Q1 | $105M | Sell |
|
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|
2016
Q4 | $95.9M | Sell |
|
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|
2016
Q3 | $89.7M | Sell |
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|
2016
Q2 | $108M | Sell |
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|
2016
Q1 | $152M | Buy |
|
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|
2015
Q4 | $131M | Buy |
|
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|
2015
Q3 | $91.1M | Buy |
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|
2015
Q2 | $104M | Buy |
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|
2015
Q1 | $82.1M | Sell |
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|
2014
Q4 | $124M | Buy |
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|
2014
Q3 | $111M | Buy |
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|
2014
Q2 | $95.3M | Buy |
|