Hel Ved Capital Management’s Lam Research LRCX Stock Holding History

Hel Ved Capital Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Sell
2025 Q1	$9.72M	Buy
2023 Q4	–	Sell
2023 Q3	$208K	Buy
2022 Q4	–	Sell
2022 Q3	$11.2M	Sell
2022 Q2	$39.7M	Buy
2021 Q1	$19.6M	Buy