Boykin Curry - Triple Frond Partners
Holding/activity history for Lam Research Corp. (LRCX)
← All LRCX superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 5.26 | $194.08–275.84 · VW $242.59i | SEC | |
| 2025 Q4 | 295,377 | 5.26 | Reduce 30.97% | 1.93 | $135.50–251.87 · VW $206.94i | $50,563,000 | SEC |
| 2025 Q3 | 427,890 | 6.24 | Reduce 39.45% | 3.07 | $92.47–165.22 · VW $138.38i | $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 | $56.32–91.72 · VW $73.24i | $51,371,000 | SEC |
| 2024 Q4 | 511,765 | 4.79 | Buy | 4.79 | $68.87–85.19 · VW $78.37i | $36,965,000 | SEC |
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 6.56 | $71.43–89.51 · VW $78.43i | SEC | |
| 2024 Q2 | 525,300 | 6.56 | $106.49 | $55,937,000 | SEC | ||
| 2024 Q1 | 525,300 | 5.81 | Reduce 15.36% | 0.89 | $82.38–100.74 · VW $90.85i | $51,037,000 | SEC |
| 2023 Q4 | 620,600 | 5.78 | $78.33 | $48,609,000 | SEC | ||
| 2023 Q3 | 620,600 | 4.93 | $62.68 | $38,897,000 | SEC | ||
| 2023 Q2 | 620,600 | 5.14 | $64.29 | $39,896,000 | SEC | ||
| 2023 Q1 | 620,600 | 4.80 | $53.01 | $32,899,000 | SEC | ||
| 2022 Q4 | 620,600 | 4.31 | $42.03 | $26,084,000 | SEC | ||
| 2022 Q3 | 620,600 | 4.00 | Buy | 4.00 | $29.96–53.24 · VW $41.22i | $22,714,000 | SEC |
Price snapshot:
Current price$329.92
52-week low$90.44
52-week high$438.50