GF Fund 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
$24.8M Buy
254,752
+6,459
+3% +$629K 0.5% 48
2025
Q1
$18.1M Buy
248,293
+4,437
+2% +$323K 0.42% 55
2024
Q4
$17.6M Buy
+243,856
New +$17.6M 0.38% 52