HAM
Harber Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
130,796
+43,046
| +49% | +$4.19M | 4.1% | 8 |
|
|
2025
Q1 | $6.38M | Buy |
+87,750
| New | +$6.38M | 2.27% | 20 |
|
|
2024
Q1 | – | Sell |
-3,313
| Closed | -$2.59M | – | 40 |
|
|
2023
Q4 | $2.59M | Hold |
3,313
| – | – | 0.6% | 37 |
|
|
2023
Q3 | $2.08M | Sell |
3,313
-7,000
| -68% | -$4.39M | 0.58% | 32 |
|
|
2023
Q2 | $6.63M | Sell |
10,313
-8,049
| -44% | -$5.17M | 1.76% | 24 |
|
|
2023
Q1 | $9.73M | Sell |
18,362
-22,255
| -55% | -$11.8M | 2.63% | 20 |
|
|
2022
Q4 | $17.1M | Buy |
40,617
+9,599
| +31% | +$4.03M | 4.73% | 5 |
|
|
2022
Q3 | $11.4M | Buy |
31,018
+2,475
| +9% | +$906K | 3.55% | 12 |
|
|
2022
Q2 | $12.2M | Buy |
28,543
+7,369
| +35% | +$3.14M | 3.73% | 11 |
|
|
2022
Q1 | $11.4M | Sell |
21,174
-5,424
| -20% | -$2.92M | 2.91% | 16 |
|
|
2021
Q4 | $19.1M | Buy |
26,598
+2,979
| +13% | +$2.14M | 4.21% | 8 |
|
|
2021
Q3 | $13.4M | Buy |
23,619
+468
| +2% | +$266K | 3.23% | 12 |
|
|
2021
Q2 | $15.1M | Buy |
23,151
+2,658
| +13% | +$1.73M | 3.57% | 10 |
|
|
2021
Q1 | $12.2M | Sell |
20,493
-17,929
| -47% | -$10.7M | 3.49% | 11 |
|
|
2020
Q4 | $18.1M | Sell |
38,422
-8,470
| -18% | -$4M | 4.98% | 6 |
|
|
2020
Q3 | $15.6M | Buy |
46,892
+4,158
| +10% | +$1.38M | 4.31% | 7 |
|
|
2020
Q2 | $13.8M | Buy |
42,734
+7,104
| +20% | +$2.3M | 3.58% | 11 |
|
|
2020
Q1 | $8.55M | Buy |
+35,630
| New | +$8.55M | 2.24% | 17 |
|
|
2017
Q1 | – | Sell |
-32,083
| Closed | -$3.39M | – | 51 |
|
|
2016
Q4 | $3.39M | Sell |
32,083
-540
| -2% | -$57.1K | 1.49% | 31 |
|
|
2016
Q3 | $3.09M | Buy |
32,623
+97
| +0.3% | +$9.19K | 1.56% | 29 |
|
|
2016
Q2 | $2.73M | Sell |
32,526
-10,115
| -24% | -$850K | 1.51% | 27 |
|
|
2016
Q1 | $3.52M | Buy |
42,641
+3,594
| +9% | +$297K | 2.06% | 23 |
|
|
2015
Q4 | $3.1M | Buy |
+39,047
| New | +$3.1M | 2.03% | 22 |
|
|
2013
Q4 | – | Sell |
-724
| Closed | -$371K | – | 53 |
|
|
2013
Q3 | $371K | Sell |
724
-20,300
| -97% | -$10.4M | 0.49% | 49 |
|
|
2013
Q2 | $932K | Buy |
+21,024
| New | +$932K | 1.32% | 29 |
|