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Matrix Capital Management Company’s Lam Research LRCX Stock Holding History

Matrix Capital Management Company’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,500,000
Closed -$89.3M – 27
2021
Q1 		$89.3M Hold
1,500,000
– – 1.03% 24
2020
Q4 		$70.8M Buy
1,500,000
+500,000
+50% +$23.6M 0.77% 22
2020
Q3 		$33.2M Buy
+1,000,000
New +$33.2M 0.44% 26