SCGE Management’s Lam Research LRCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-235,000	Closed	-$250M	–	19
2024 Q2	$250M	Hold	235,000	–	–	4.89%	8
2024 Q1	$228M	Hold	235,000	–	–	4.32%	10
2023 Q4	$184M	Hold	235,000	–	–	4.11%	11
2023 Q3	$147M	Hold	235,000	–	–	3.83%	10
2023 Q2	$151M	Hold	235,000	–	–	3.56%	11
2023 Q1	$125M	Hold	235,000	–	–	3.42%	11
2022 Q4	$98.8M	Buy	235,000 +179,000	+320%	+$75.2M	3.49%	13
2022 Q3	$20.5M	Buy	+56,000	New	+$20.5M	0.69%	19
2022 Q1	–	Sell	-150,000	Closed	-$108M	–	38
2021 Q4	$108M	Hold	150,000	–	–	1.22%	20
2021 Q3	$85.4M	Hold	150,000	–	–	0.79%	26
2021 Q2	$97.6M	Hold	150,000	–	–	0.91%	24
2021 Q1	$89.3M	Buy	+150,000	New	+$89.3M	1%	23