Theleme Partners’s Lam Research LRCX Stock Holding History

Theleme Partners’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
2023 Q2	–	Sell
2023 Q1	$92.1M	Sell
2022 Q4	$124M	Hold
2022 Q3	$108M	Sell
2022 Q2	$197M	Hold
2022 Q1	$249M	Buy
2021 Q4	$155M	Buy