TPM
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Totem Point Management’s Lam Research LRCX Stock Holding History

Totem Point Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14,323
Closed -$9.32M – 18
2021
Q2 		$9.32M Buy
14,323
+3,945
+38% +$2.57M 4.67% 14
2021
Q1 		$6.18M Buy
+10,378
New +$6.18M 2.73% 16