Woodline Partners’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
Sell
-1,980,610
Closed -$144M 1002
2025
Q1
$144M Sell
1,980,610
-171,840
-8% -$12.5M 0.94% 6
2024
Q4
$155M Buy
2,152,450
+1,597,610
+288% +$115M 1.05% 7
2024
Q3
$45.3M Buy
554,840
+232,900
+72% +$19M 0.38% 73
2024
Q2
$34.3M Buy
+321,940
New +$34.3M 0.33% 87
2023
Q2
Sell
-34,560
Closed -$1.83M 701
2023
Q1
$1.83M Sell
34,560
-605,210
-95% -$32.1M 0.02% 429
2022
Q4
$26.9M Buy
+639,770
New +$26.9M 0.36% 66
2022
Q2
Sell
-1,467,560
Closed -$78.9M 843
2022
Q1
$78.9M Buy
+1,467,560
New +$78.9M 1.28% 5