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Varenne Capital Partners’s Lam Research LRCX Stock Holding History

Varenne Capital Partners’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,435,910
Closed -$103M – 15
2021
Q4 		$103M Buy
+1,435,910
New +$103M 15.32% 4