Rheos Capital Works’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$17M Buy
2023
Q1
Sell
2022
Q4
$9.29M Buy
2022
Q3
$4.28M Sell
2022
Q2
$9.89M Hold
2022
Q1
$12.5M Hold
2021
Q4
$16.7M Hold
2021
Q3
$13.2M Hold
2021
Q2
$15.1M Hold
2021
Q1
$13.8M Buy
2020
Q4
$10.2M Buy
2020
Q3
$1.99M Buy