Triple Frond Partners’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.8M | Hold |
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|
2025
Q1 | $51.4M | Buy |
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|
2024
Q4 | $37M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $55.9M | Hold |
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|
2024
Q1 | $51M | Sell |
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|
2023
Q4 | $48.6M | Hold |
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|
2023
Q3 | $38.9M | Hold |
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|
2023
Q2 | $39.9M | Hold |
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|
2023
Q1 | $32.9M | Hold |
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|
2022
Q4 | $26.1M | Hold |
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|
2022
Q3 | $22.7M | Buy |
|