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DJE Kapital’s Lam Research LRCX Stock Holding History

DJE Kapital’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 		$126M Buy
1,294,931
+933,546
+258% +$90.7M 3.05% 7
2025
Q1 		$25.7M Buy
361,385
+166,183
+85% +$11.8M 0.76% 40
2024
Q4 		$14M Buy
+195,202
New +$14M 0.33% 51