C.T. Fitzpatrick - Vulcan Value Partners
Holding/activity history for Lam Research Corp. (LRCX)
← All LRCX superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 0.98 | $57.44–71.95 · VW $62.74i | SEC | |
| 2023 Q2 | 1,208,560 | 0.98 | Reduce 58.33% | 1.13 | $50.72–72.65 · VW $65.07i | $77,744,000 | SEC |
| 2023 Q1 | 2,900,120 | 1.94 | Reduce 12.67% | 0.24 | $46.70–54.88 · VW $51.33i | $153,575,000 | SEC |
| 2022 Q4 | 3,320,940 | 1.87 | Reduce 43.38% | 1.09 | $38.47–50.46 · VW $46.31i | $139,450,000 | SEC |
| 2022 Q3 | 5,864,980 | 2.51 | Reduce 13.52% | 0.38 | $29.96–53.24 · VW $41.22i | $214,659,000 | SEC |
| 2022 Q2 | 6,781,850 | 2.83 | Reduce 20.89% | 0.59 | $37.59–53.74 · VW $47.13i | $289,009,000 | SEC |
| 2022 Q1 | 8,572,390 | 2.83 | Reduce 3.72% | 0.12 | $44.95–61.60 · VW $51.04i | $460,860,000 | SEC |
| 2021 Q4 | 8,903,990 | 3.27 | Reduce 0.70% | 0.02 | $53.00–73.18 · VW $61.73i | $640,331,000 | SEC |
| 2021 Q3 | 8,966,310 | 2.74 | Buy | 2.74 | $53.50–65.95 · VW $58.60i | $510,318,000 | SEC |
Price snapshot:
Current price$329.92
52-week low$90.44
52-week high$438.50