Rokos Capital Management (UK)’s Lam Research LRCX Stock Holding History

Rokos Capital Management (UK)’s Portfolio LRCX Stock Details LRCX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$13.4M	Buy
2025 Q3	–	Hold
2025 Q2	–	Hold
2024 Q3	–	Sell
2024 Q2	$29.1M	Buy
2021 Q4	–	Sell
2021 Q3	$47.4M	Buy