Octahedron Capital Management’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 | $779K | Buy |
+8,000
| New | +$779K | 0.59% | 16 |
|
|
2025
Q1 | – | Sell |
-39,750
| Closed | -$2.87M | – | 20 |
|
|
2024
Q4 | $2.87M | Buy |
39,750
+9,000
| +29% | +$650K | 2.73% | 15 |
|
|
2024
Q3 | $2.51M | Buy |
30,750
+25,850
| +528% | +$2.11M | 2.79% | 12 |
|
|
2024
Q2 | $522K | Sell |
4,900
-4,900
| -50% | -$522K | 0.52% | 17 |
|
|
2024
Q1 | $952K | Buy |
+9,800
| New | +$952K | 1.3% | 13 |
|