TFP
Triple Frond Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.8M | Hold |
706,615
| – | – | 7.78% | 6 |
|
|
2025
Q1 | $51.4M | Buy |
706,615
+194,850
| +38% | +$14.2M | 6.94% | 7 |
|
|
2024
Q4 | $37M | Buy |
+511,765
| New | +$37M | 4.79% | 8 |
|
|
2024
Q3 | – | Sell |
-52,530
| Closed | -$55.9M | – | 10 |
|
|
2024
Q2 | $55.9M | Hold |
52,530
| – | – | 6.56% | 8 |
|
|
2024
Q1 | $51M | Sell |
52,530
-9,530
| -15% | -$9.26M | 5.81% | 8 |
|
|
2023
Q4 | $48.6M | Hold |
62,060
| – | – | 5.78% | 8 |
|
|
2023
Q3 | $38.9M | Hold |
62,060
| – | – | 4.93% | 8 |
|
|
2023
Q2 | $39.9M | Hold |
62,060
| – | – | 5.14% | 8 |
|
|
2023
Q1 | $32.9M | Hold |
62,060
| – | – | 4.8% | 9 |
|
|
2022
Q4 | $26.1M | Hold |
62,060
| – | – | 4.31% | 9 |
|
|
2022
Q3 | $22.7M | Buy |
+62,060
| New | +$22.7M | 4% | 9 |
|