Sands Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$161M Buy
2024
Q4
Sell
2024
Q3
$673M Sell
2024
Q2
$1.22B Sell
2024
Q1
$1.37B Sell
2023
Q4
$1.32B Sell
2023
Q3
$1.21B Sell
2023
Q2
$1.35B Sell
2023
Q1
$1.18B Sell
2022
Q4
$991M Sell
2022
Q3
$877M Buy
2022
Q2
$800M Buy
2022
Q1
$706M Sell
2021
Q4
$999M Sell
2021
Q3
$849M Buy
2021
Q2
$953M Buy
2021
Q1
$824M Sell
2020
Q4
$659M Buy