Aspex Management (HK)’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
Q3
$53.5M Buy
2024
Q3
Sell
2024
Q2
$197M Sell
2024
Q1
$208M Sell
2023
Q4
$210M Sell
2023
Q3
$177M Sell
2023
Q2
$328M Buy
2023
Q1
$196M Buy
2022
Q4
$139M Sell
2022
Q3
$220M Buy
2022
Q2
$247M Buy
2022
Q1
$37.6M Buy
2021
Q4
Sell
2021
Q3
$150M Hold
2021
Q2
$171M Hold
2021
Q1
$156M Buy
2020
Q4
$118M Hold
2020
Q3
$83M Sell
2020
Q2
$108M Buy