PIM
Platinum Investment Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.4M | Sell |
733,193
-411,137
| -36% | -$40M | 4.75% | 6 |
|
|
2025
Q1 | $83.2M | Buy |
1,144,330
+1,127,244
| +6,597% | +$82M | 4.82% | 10 |
|
|
2024
Q4 | $1.23M | Buy |
17,086
+14,361
| +527% | +$1.04M | 0.07% | 72 |
|
|
2024
Q3 | $2.22M | Buy |
2,725
+20
| +0.7% | +$16.3K | 0.1% | 66 |
|
|
2024
Q2 | $2.88M | Hold |
2,705
| – | – | 0.12% | 56 |
|
|
2024
Q1 | $2.63M | Sell |
2,705
-10,091
| -79% | -$9.8M | 0.11% | 65 |
|
|
2023
Q4 | $10M | Sell |
12,796
-314
| -2% | -$246K | 0.41% | 37 |
|
|
2023
Q3 | $8.22M | Sell |
13,110
-38
| -0.3% | -$23.8K | 0.32% | 40 |
|
|
2023
Q2 | $8.45M | Sell |
13,148
-1,424
| -10% | -$915K | 0.29% | 43 |
|
|
2023
Q1 | $7.72M | Sell |
14,572
-86
| -0.6% | -$45.6K | 0.27% | 47 |
|
|
2022
Q4 | $6.16M | Sell |
14,658
-29,778
| -67% | -$12.5M | 0.23% | 47 |
|
|
2022
Q3 | $16.3M | Sell |
44,436
-74,751
| -63% | -$27.4M | 0.68% | 29 |
|
|
2022
Q2 | $50.8M | Buy |
119,187
+1,008
| +0.9% | +$430K | 1.92% | 15 |
|
|
2022
Q1 | $63.5M | Sell |
118,179
-15,772
| -12% | -$8.48M | 1.95% | 14 |
|
|
2021
Q4 | $96.3M | Hold |
133,951
| – | – | 2.68% | 10 |
|
|
2021
Q3 | $76.2M | Sell |
133,951
-375
| -0.3% | -$213K | 2.15% | 13 |
|
|
2021
Q2 | $87.4M | Buy |
134,326
+951
| +0.7% | +$619K | 2.02% | 16 |
|
|
2021
Q1 | $79.4M | Sell |
133,375
-23,787
| -15% | -$14.2M | 1.77% | 18 |
|
|
2020
Q4 | $74.2M | Sell |
157,162
-49,815
| -24% | -$23.5M | 1.71% | 21 |
|
|
2020
Q3 | $68.7M | Sell |
206,977
-68,961
| -25% | -$22.9M | 1.7% | 19 |
|
|
2020
Q2 | $89.3M | Buy |
275,938
+282
| +0.1% | +$91.2K | 2.04% | 15 |
|
|
2020
Q1 | $66.2M | Buy |
275,656
+265,725
| +2,676% | +$63.8M | 1.67% | 21 |
|
|
2019
Q4 | $2.9M | Hold |
9,931
| – | – | 0.06% | 56 |
|
|
2019
Q3 | $2.3M | Sell |
9,931
-1,138
| -10% | -$263K | 0.05% | 58 |
|
|
2019
Q2 | $2.08M | Hold |
11,069
| – | – | 0.05% | 55 |
|
|
2019
Q1 | $1.98M | Hold |
11,069
| – | – | 0.05% | 64 |
|
|
2018
Q4 | $1.51M | Buy |
11,069
+2,549
| +30% | +$347K | 0.05% | 61 |
|
|
2018
Q3 | $1.29M | Buy |
8,520
+1,820
| +27% | +$276K | 0.04% | 68 |
|
|
2018
Q2 | $1.16M | Hold |
6,700
| – | – | 0.03% | 68 |
|
|
2018
Q1 | $1.36M | Buy |
6,700
+4,500
| +205% | +$914K | 0.04% | 61 |
|
|
2017
Q4 | $404K | Hold |
2,200
| – | – | 0.01% | 75 |
|
|
2017
Q3 | $407K | Hold |
2,200
| – | – | 0.01% | 72 |
|
|
2017
Q2 | $311K | Buy |
+2,200
| New | +$311K | 0.01% | 70 |
|