Telemark Asset Management’s Lam Research LRCX Stock Holding History

Telemark Asset Management’s Portfolio LRCX Stock Details LRCX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.35M	Buy
2021 Q1	–	Sell
2020 Q4	$11.8M	Buy
2020 Q3	$6.63M	Hold
2020 Q2	$6.47M	Hold
2020 Q1	$4.8M	Sell
2019 Q4	$11.7M	Buy
2019 Q3	$5.78M	Buy