Davidson Kempner 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
2025 Q2	$19.5M	Sell	200,000 -50,000	-20%	-$4.87M	0.32%	90
2025 Q1	$18.2M	Buy	+250,000	New	+$18.2M	0.3%	86
2016 Q4	–	Sell	-291,640	Closed	-$2.76M	–	160
2016 Q3	$2.76M	Buy	+291,640	New	+$2.76M	0.07%	119