Vinva Investment Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.9M Buy
152,849
+56,281
+58% +$5.47M 0.39% 64
2025
Q1
$7.01M Sell
96,568
-4,588
-5% -$333K 0.28% 85
2024
Q4
$7.3M Sell
101,156
-17,044
-14% -$1.23M 0.28% 81
2024
Q3
$9.78M Buy
118,200
+23,830
+25% +$1.97M 0.41% 58
2024
Q2
$9.96M Buy
94,370
+39,690
+73% +$4.19M 0.5% 38
2024
Q1
$5.31M Buy
54,680
+5,550
+11% +$539K 0.3% 76
2023
Q4
$3.88M Buy
49,130
+9,910
+25% +$783K 0.26% 92
2023
Q3
$2.46M Sell
39,220
-1,300
-3% -$81.6K 0.23% 109
2023
Q2
$2.59M Sell
40,520
-5,170
-11% -$331K 0.22% 118
2023
Q1
$2.43M Buy
+45,690
New +$2.43M 0.2% 130