Southpoint Capital Advisors’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500,000	Closed	-$21M	–	60
2022 Q4	$21M	Buy	+500,000	New	+$21M	0.54%	40