Bornite Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250,000	Closed	-$10.7M	–	23
2022 Q2	$10.7M	Buy	+250,000	New	+$10.7M	3.5%	13
2021 Q3	–	Sell	-120,000	Closed	-$7.81M	–	26
2021 Q2	$7.81M	Buy	+120,000	New	+$7.81M	3.49%	15