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Discovery Capital Management’s Lam Research LRCX Stock Holding History

Discovery Capital 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
2022
Q2 		– Sell
-78,830
Closed -$4.24M – 67
2022
Q1 		$4.24M Buy
+78,830
New +$4.24M 0.36% 45
2018
Q2 		– Sell
-2,222,000
Closed -$45.1M – 54
2018
Q1 		$45.1M Buy
+2,222,000
New +$45.1M 1.58% 19