Oaktop Capital Management II’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 | $262M | Hold |
2,691,460
| – | – | 28.18% | 2 |
|
|
2025
Q1 | $196M | Hold |
2,691,460
| – | – | 26.06% | 2 |
|
|
2024
Q4 | $194M | Hold |
2,691,460
| – | – | 24.28% | 2 |
|
|
2024
Q3 | $220M | Hold |
2,691,460
| – | – | 23.97% | 2 |
|
|
2024
Q2 | $287M | Hold |
2,691,460
| – | – | 29.35% | 2 |
|
|
2024
Q1 | $261M | Hold |
2,691,460
| – | – | 30.22% | 2 |
|
|
2023
Q4 | $211M | Hold |
2,691,460
| – | – | 27.95% | 2 |
|
|
2023
Q3 | $169M | Hold |
2,691,460
| – | – | 28.15% | 2 |
|
|
2023
Q2 | $173M | Hold |
2,691,460
| – | – | 26.29% | 2 |
|
|
2023
Q1 | $143M | Hold |
2,691,460
| – | – | 23.98% | 2 |
|
|
2022
Q4 | $113M | Sell |
2,691,460
-311,000
| -10% | -$13.1M | 20.25% | 2 |
|
|
2022
Q3 | $110M | Buy |
3,002,460
+150,000
| +5% | +$5.49M | 22.08% | 2 |
|
|
2022
Q2 | $122M | Hold |
2,852,460
| – | – | 22% | 2 |
|
|
2022
Q1 | $153M | Hold |
2,852,460
| – | – | 21.9% | 1 |
|
|
2021
Q4 | $205M | Hold |
2,852,460
| – | – | 24.74% | 1 |
|
|
2021
Q3 | $162M | Hold |
2,852,460
| – | – | 22.49% | 1 |
|
|
2021
Q2 | $186M | Sell |
2,852,460
-100,080
| -3% | -$6.51M | 26.57% | 1 |
|
|
2021
Q1 | $176M | Sell |
2,952,540
-212,500
| -7% | -$12.6M | 27.1% | 1 |
|
|
2020
Q4 | $149M | Hold |
3,165,040
| – | – | 26.34% | 1 |
|
|
2020
Q3 | $105M | Hold |
3,165,040
| – | – | 23.2% | 1 |
|
|
2020
Q2 | $102M | Hold |
3,165,040
| – | – | 24.07% | 1 |
|
|
2020
Q1 | $76M | Hold |
3,165,040
| – | – | 23.25% | 1 |
|
|
2019
Q4 | $92.5M | Hold |
3,165,040
| – | – | 24.28% | 1 |
|
|
2019
Q3 | $73.1M | Hold |
3,165,040
| – | – | 15.1% | 2 |
|
|
2019
Q2 | $59.5M | Hold |
3,165,040
| – | – | 12.78% | 2 |
|
|
2019
Q1 | $56.7M | Hold |
3,165,040
| – | – | 11.83% | 2 |
|
|
2018
Q4 | $43.1M | Buy |
3,165,040
+40,000
| +1% | +$545K | 12% | 2 |
|
|
2018
Q3 | $47.4M | Buy |
3,125,040
+90,000
| +3% | +$1.37M | 10.56% | 2 |
|
|
2018
Q2 | $52.5M | Buy |
3,035,040
+40,000
| +1% | +$691K | 11.5% | 2 |
|
|
2018
Q1 | $60.8M | Buy |
2,995,040
+30,000
| +1% | +$609K | 12.74% | 2 |
|
|
2017
Q4 | $54.6M | Buy |
2,965,040
+20,000
| +0.7% | +$368K | 10.97% | 2 |
|
|
2017
Q3 | $54.5M | Hold |
2,945,040
| – | – | 9.11% | 2 |
|
|
2017
Q2 | $41.7M | Hold |
2,945,040
| – | – | 7.63% | 2 |
|
|
2017
Q1 | $37.8M | Hold |
2,945,040
| – | – | 7.46% | 3 |
|
|
2016
Q4 | $31.1M | Hold |
2,945,040
| – | – | 6.8% | 3 |
|
|
2016
Q3 | $27.9M | Hold |
2,945,040
| – | – | 6.52% | 4 |
|
|
2016
Q2 | $24.8M | Hold |
2,945,040
| – | – | 6% | 4 |
|
|
2016
Q1 | $24.3M | Hold |
2,945,040
| – | – | 5.89% | 4 |
|
|
2015
Q4 | $23.4M | Hold |
2,945,040
| – | – | 5.24% | 4 |
|
|
2015
Q3 | $19.2M | Hold |
2,945,040
| – | – | 4.32% | 5 |
|
|
2015
Q2 | $24M | Hold |
2,945,040
| – | – | 5.07% | 5 |
|
|
2015
Q1 | $20.7M | Hold |
2,945,040
| – | – | 4.55% | 6 |
|
|
2014
Q4 | $23.4M | Hold |
2,945,040
| – | – | 5.17% | 4 |
|
|
2014
Q3 | $22M | Hold |
2,945,040
| – | – | 5.45% | 4 |
|
|
2014
Q2 | $19.9M | Hold |
2,945,040
| – | – | 4.58% | 6 |
|
|
2014
Q1 | $16.2M | Hold |
2,945,040
| – | – | 4.15% | 8 |
|
|
2013
Q4 | $16M | Hold |
2,945,040
| – | – | 3.77% | 8 |
|
|
2013
Q3 | $15.1M | Hold |
2,945,040
| – | – | 3.79% | 9 |
|
|
2013
Q2 | $13.1M | Buy |
+2,945,040
| New | +$13.1M | 3.93% | 9 |
|