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Governors Lane’s Lam Research LRCX Stock Holding History

Governors Lane’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-235,270
Closed -$15.1M – 47
2023
Q2 		$15.1M Buy
235,270
+87,270
+59% +$5.61M 2.08% 10
2023
Q1 		$7.85M Buy
+148,000
New +$7.85M 0.99% 28