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MIG Capital’s Lam Research LRCX Stock Holding History

MIG Capital’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.06M Buy
31,417
+22,921
+270% +$2.23M 0.32% 33
2025
Q1 		$618K Buy
+8,496
New +$618K 0.08% 42