QRG 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
$51.6M Buy
530,452
+81,068
+18% +$7.89M 0.45% 38
2025
Q1
$32.7M Buy
449,384
+19,341
+4% +$1.41M 0.34% 64
2024
Q4
$31.1M Buy
+430,043
New +$31.1M 0.32% 64
2024
Q3
Sell
-433,280
Closed -$46.1M 1101
2024
Q2
$46.1M Sell
433,280
-52,190
-11% -$5.56M 0.55% 31
2024
Q1
$47.2M Buy
485,470
+26,040
+6% +$2.53M 0.6% 33
2023
Q4
$36M Buy
459,430
+14,180
+3% +$1.11M 0.53% 35
2023
Q3
$27.9M Buy
+445,250
New +$27.9M 0.48% 43