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Talos Asset Management’s Lam Research LRCX Stock Holding History

Talos Asset Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$27.2M Buy
279,834
+68,834
+33% +$6.7M 6.53% 7
2025
Q1 		$15.3M Buy
+211,000
New +$15.3M 6.5% 8