Semanteon 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 Q1	–	Sell	-19,430	Closed	-$1.4M	–	301
2024 Q4	$1.4M	Buy	+19,430	New	+$1.4M	0.75%	51