NZS Capital’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$103M Buy
2025
Q1
$67.7M Sell
2024
Q4
$68.4M Sell
2024
Q3
$77.5M Buy
2024
Q2
$91.5M Sell
2024
Q1
$87.4M Buy
2023
Q4
$68.1M Sell
2023
Q3
$59.2M Sell
2023
Q2
$64M Sell
2023
Q1
$60.3M Buy
2022
Q4
$36.5M Sell
2022
Q3
$33.3M Buy
2022
Q2
$32.2M Buy
2022
Q1
$32.4M Buy
2021
Q4
$39.9M Sell
2021
Q3
$31.7M Sell
2021
Q2
$40M Buy