Jericho Capital Asset Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-592,100	Closed	-$38.1M	–	26
2023 Q2	$38.1M	Sell	592,100 -677,900	-53%	-$43.6M	1.49%	17
2023 Q1	$67.3M	Buy	+1,270,000	New	+$67.3M	2.8%	16
2017 Q3	–	Sell	-3,470,000	Closed	-$49.1M	–	33
2017 Q2	$49.1M	Buy	+3,470,000	New	+$49.1M	2.79%	15