May Hill Capital’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	$834K	Buy	8,570 +520	+6%	+$50.6K	0.27%	65
2025 Q1	$585K	Buy	8,050 +320	+4%	+$23.3K	0.22%	71
2024 Q4	$558K	Buy	+7,730	New	+$558K	0.22%	70