Karani 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
2025
Q2
$1.03M Buy
10,614
+5,048
+91% +$491K 1% 22
2025
Q1
$405K Buy
+5,566
New +$405K 0.43% 35