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Kodai Capital Management’s Lam Research LRCX Stock Holding History

Kodai Capital Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$36.8M Buy
+505,987
New +$36.8M 1.46% 21