D1 Capital Partners’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-403,000
| Closed | -$29.3M | – | 42 |
|
|
2025
Q1 | $29.3M | Sell |
403,000
-15,000
| -4% | -$1.09M | 0.45% | 38 |
|
|
2024
Q4 | $30.2M | Buy |
+418,000
| New | +$30.2M | 0.5% | 32 |
|
|
2019
Q2 | – | Sell |
-3,690,000
| Closed | -$66.1M | – | 33 |
|
|
2019
Q1 | $66.1M | Buy |
3,690,000
+1,340,000
| +57% | +$24M | 1.19% | 21 |
|
|
2018
Q4 | $32M | Buy |
+2,350,000
| New | +$32M | 0.61% | 25 |
|