MCM
Maytus Capital Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
126,698
-70,404
| -36% | -$6.85M | 2.27% | 12 |
|
|
2025
Q1 | $14.3M | Sell |
197,102
-2,898
| -1% | -$211K | 4.41% | 2 |
|
|
2024
Q4 | $14.4M | Buy |
+200,000
| New | +$14.4M | 5.05% | 2 |
|
|
2024
Q3 | – | Sell |
-11,294
| Closed | -$12M | – | 60 |
|
|
2024
Q2 | $12M | Sell |
11,294
-1,706
| -13% | -$1.82M | 4.3% | 2 |
|
|
2024
Q1 | $12.6M | Buy |
13,000
+4,000
| +44% | +$3.89M | 5.35% | 4 |
|
|
2023
Q4 | $7.05M | Buy |
9,000
+1,000
| +13% | +$783K | 2.82% | 12 |
|
|
2023
Q3 | $5.01M | Buy |
8,000
+2,500
| +45% | +$1.57M | 2.79% | 16 |
|
|
2023
Q2 | $3.54M | Buy |
+5,500
| New | +$3.54M | 1.74% | 23 |
|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$4.72M | – | 48 |
|
|
2020
Q4 | $4.72M | Buy |
+10,000
| New | +$4.72M | 2.02% | 22 |
|
|
2020
Q2 | – | Sell |
-24,000
| Closed | -$5.76M | – | 49 |
|
|
2020
Q1 | $5.76M | Buy |
+24,000
| New | +$5.76M | 3.49% | 9 |
|
|
2019
Q4 | – | Sell |
-14,000
| Closed | -$3.24M | – | 56 |
|
|
2019
Q3 | $3.24M | Buy |
14,000
+3,000
| +27% | +$693K | 1.56% | 34 |
|
|
2019
Q2 | $2.07M | Buy |
+11,000
| New | +$2.07M | 1% | 42 |
|