Boykin Curry - Triple Frond Partners
Holding/activity history for Lam Research (LRCX)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 5.26 | SEC | ||
| 2025 Q4 | 295,377 | 5.26 | Reduce 30.97% | 1.93 | $171.18 | $50,563,000 | SEC |
| 2025 Q3 | 427,890 | 6.24 | Reduce 39.45% | 3.07 | $133.90 | $57,294,000 | SEC |
| 2025 Q2 | 706,615 | 7.78 | $97.34 | $68,782,000 | SEC | ||
| 2025 Q1 | 706,615 | 6.94 | Add 38.07% | 1.91 | $72.70 | $51,371,000 | SEC |
| 2024 Q4 | 511,765 | 4.79 | Buy | 4.79 | $72.23 | $36,965,000 | SEC |
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 6.56 | SEC | ||
| 2024 Q2 | 52,530 | 6.56 | $1,064.86 | $55,937,000 | SEC | ||
| 2024 Q1 | 52,530 | 5.81 | Reduce 15.36% | 0.89 | $971.58 | $51,037,000 | SEC |
| 2023 Q4 | 62,060 | 5.78 | $783.26 | $48,609,000 | SEC | ||
| 2023 Q3 | 62,060 | 4.93 | $626.76 | $38,897,000 | SEC | ||
| 2023 Q2 | 62,060 | 5.14 | $642.86 | $39,896,000 | SEC | ||
| 2023 Q1 | 62,060 | 4.80 | $530.12 | $32,899,000 | SEC | ||
| 2022 Q4 | 62,060 | 4.31 | $420.30 | $26,084,000 | SEC | ||
| 2022 Q3 | 62,060 | 4.00 | Buy | 4.00 | $366.00 | $22,714,000 | SEC |