Nokota Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-494,100
Closed -$6.73M 49
2018
Q4
$6.73M Buy
+494,100
New +$6.73M 0.22% 47
2015
Q2
Sell
-750,000
Closed -$5.27M 67
2015
Q1
$5.27M Buy
+750,000
New +$5.27M 0.15% 53
2013
Q4
Sell
-1,289,700
Closed -$6.6M 72
2013
Q3
$6.6M Buy
1,289,700
+89,700
+7% +$459K 0.29% 48
2013
Q2
$5.32M Buy
+1,200,000
New +$5.32M 0.26% 50