Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
Holdings Activity Buys Sells    History
Holding/activity history for  Lam Research Corp. (LRCX)
← All LRCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.46 $50.72–72.65 · VW $65.07i SEC
2023   Q1 1,233,750 2.46 Add 30.47% 0.57 $46.70–54.88 · VW $51.33i $65,403,555 SEC
2022   Q4 945,600 1.49 Buy 1.49 $38.47–50.46 · VW $46.31i $39,743,569 SEC
2020   Q4 0 0.00 Sell 100.00% 1.87 $34.52–58.54 · VW $47.15i SEC
2020   Q3 1,801,790 1.87 Reduce 37.92% 1.10 $29.23–38.77 · VW $34.07i $59,774,000 SEC
2020   Q2 2,902,170 2.89 Add 41.73% 0.85 $22.97–38.15 · VW $32.94i $93,874,000 SEC
2020   Q1 2,047,710 1.71 Buy 1.71 $18.14–34.43 · VW $26.03i $49,145,000 SEC
Price snapshot:
Current price$329.92
52-week low$90.44
52-week high$438.50