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Teewinot Capital Advisers’s Lam Research LRCX Stock Holding History

Teewinot Capital Advisers’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$84M Buy
863,463
+366,774
+74% +$35.7M 6.91% 6
2025
Q1 		$36.1M Buy
+496,689
New +$36.1M 3.69% 14