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Skye Global Management’s Lam Research LRCX Stock Holding History

Skye Global Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$70.9M Sell
728,000
-274,000
-27% -$26.7M 1.23% 15
2025
Q1 		$72.8M Buy
1,002,000
+460,000
+85% +$33.4M 1.94% 14
2024
Q4 		$39.1M Buy
+542,000
New +$39.1M 0.82% 21