Appaloosa LP’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
$38.9M Sell
2025
Q1
$36.4M Sell
2024
Q4
$90.3M Buy
2024
Q3
$81.6M Sell
2024
Q2
$116M Sell
2024
Q1
$112M Sell
2023
Q4
$92.4M Sell
2023
Q3
$75.2M Hold
2023
Q2
$77.1M Buy
2018
Q4
Sell
2018
Q3
$178M Sell
2018
Q2
$239M Buy
2018
Q1
$263M Buy