Voleon Capital 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	$8.01M	Buy	82,252 +10,574	+15%	+$1.03M	0.44%	52
2025 Q1	$5.21M	Sell	71,678 -52,856	-42%	-$3.84M	0.41%	66
2024 Q4	$9M	Buy	+124,534	New	+$9M	0.67%	27
2019 Q3	–	Sell	-550,000	Closed	-$10.3M	–	208
2019 Q2	$10.3M	Buy	+550,000	New	+$10.3M	0.59%	45