Harvey Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-77,000
Closed -$1.17M 76
2018
Q3
$1.17M Hold
77,000
0.47% 47
2018
Q2
$1.33M Hold
77,000
0.53% 49
2018
Q1
$1.56M Buy
+77,000
New +$1.56M 0.59% 48