Carmignac Gestion’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$163K	–	160
2024 Q3	$163K	Buy	+2,000	New	+$163K	﹤0.01%	160
2023 Q1	–	Sell	-60,000	Closed	-$2.52M	–	144
2022 Q4	$2.52M	Buy	+60,000	New	+$2.52M	0.05%	87