TC
TwinBeech Capital’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-77,959
| Closed | -$5.67M | – | 855 |
|
|
2025
Q1 | $5.67M | Sell |
77,959
-618,250
| -89% | -$44.9M | 0.1% | 228 |
|
|
2024
Q4 | $50.3M | Buy |
696,209
+695,098
| +62,565% | +$50.2M | 0.86% | 32 |
|
|
2024
Q3 | $907K | Buy |
+1,111
| New | +$907K | 0.02% | 519 |
|
|
2024
Q1 | – | Sell |
-425
| Closed | -$333K | – | 738 |
|
|
2023
Q4 | $333K | Buy |
+425
| New | +$333K | 0.01% | 571 |
|
|
2022
Q4 | – | Sell |
-28,138
| Closed | -$10.3M | – | 833 |
|
|
2022
Q3 | $10.3M | Buy |
28,138
+17,307
| +160% | +$6.33M | 0.27% | 110 |
|
|
2022
Q2 | $4.62M | Sell |
10,831
-39,377
| -78% | -$16.8M | 0.21% | 130 |
|
|
2022
Q1 | $27M | Buy |
+50,208
| New | +$27M | 1.19% | 8 |
|