Polymer Capital Management (HK)’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16,660	Closed	-$1.62M	–	210
2024 Q1	$1.62M	Buy	16,660 +3,860	+30%	+$375K	0.41%	66
2023 Q4	$1M	Buy	+12,800	New	+$1M	0.35%	66