Meridiem Capital Partners’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	$28.9M	Buy	296,553 +227,877	+332%	+$22.2M	2.04%	15
2025 Q1	$4.99M	Sell	68,676 -232,264	-77%	-$16.9M	0.52%	46
2024 Q4	$21.7M	Buy	+300,940	New	+$21.7M	1.91%	23