Napean Trading & Investment Company’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
$12.1M Sell
123,952
-74,655
-38% -$7.27M 3.2% 7
2025
Q1
$14.4M Buy
198,607
+13,284
+7% +$966K 4.21% 5
2024
Q4
$13.4M Buy
185,323
+14,503
+8% +$1.05M 3.31% 10
2024
Q3
$13.9M Sell
170,820
-27,800
-14% -$2.27M 3.4% 11
2024
Q2
$21.2M Buy
198,620
+4,000
+2% +$426K 5.03% 3
2024
Q1
$18.9M Hold
194,620
4.62% 6
2023
Q4
$15.2M Buy
+194,620
New +$15.2M 4.12% 7