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Common Fund Bets
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Largest Fund Trades
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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MC
Merlin Capital’s
Lam Research
LRCX
Stock Holding History
Merlin Capital’s Portfolio
LRCX Stock Details
LRCX Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
$716K
Buy
2023
Q4
$566K
Sell
2023
Q3
$458K
Sell
2023
Q2
$554K
Sell
2023
Q1
$474K
Hold
2022
Q4
$376K
Sell
2022
Q3
$330K
Buy
2022
Q2
$384K
Hold
2022
Q1
$485K
Buy
2021
Q4
$646K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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