Platinum Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-143,000
Closed -$1.07M 58
2014
Q3
$1.07M Sell
143,000
-132,000
-48% -$986K 0.24% 40
2014
Q2
$1.86M Buy
+275,000
New +$1.86M 0.26% 30
2014
Q1
Sell
-132,000
Closed -$719K 89
2013
Q4
$719K Buy
+132,000
New +$719K 1.05% 26