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Cercano Management’s Lam Research LRCX Stock Holding History

Cercano Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$833K Hold
8,560
– – 0.02% 97
2025
Q1 		$622K Hold
8,560
– – 0.02% 99
2024
Q4 		$618K Buy
+8,560
New +$618K 0.02% 123