Lee Ainslie - Maverick Capital
Holding/activity history for  Lam Research (LRCX)
Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
2023   Q4 | 27,706 | 0.45 | Reduce 0.38% | 0.00 | $783.26 |
2023   Q3 | 27,812 | 0.41 | Reduce 1.66% | 0.01 | $626.78 |
2023   Q2 | 28,282 | 0.39 | Reduce 70.60% | 0.94 | $642.85 |
2023   Q1 | 96,209 | 1.31 | Reduce 37.88% | 0.80 | $530.12 |
2022   Q4 | 154,868 | 1.58 | Reduce 13.21% | 0.24 | $420.30 |
2022   Q3 | 178,445 | 1.47 | Add 4.94% | 0.07 | $366.00 |
2022   Q2 | 170,039 | 1.81 | Add 21.38% | 0.32 | $426.15 |
2022   Q1 | 140,093 | 1.35 | Reduce 49.94% | 1.35 | $537.61 |
2021   Q4 | 279,832 | 2.43 | Add 3.29% | 0.08 | $719.15 |
2021   Q3 | 270,922 | 1.70 | Add 57.26% | 0.62 | $569.15 |
2021   Q2 | 172,281 | 1.06 | Reduce 40.18% | 0.71 | $650.70 |
2021   Q1 | 287,989 | 1.61 | Reduce 49.21% | 1.56 | $595.24 |
2020   Q4 | 567,048 | 4.29 | Reduce 22.92% | 1.28 | $472.27 |
2020   Q3 | 735,657 | 4.54 | Add 217.25% | 3.11 | $331.75 |
2020   Q2 | 231,888 | 1.58 | Add 1036.20% | 1.44 | $323.46 |
2020   Q1 | 20,409 | 0.10 | Reduce 22.76% | 0.03 | $239.99 |
2019   Q4 | 26,422 | 0.11 | Reduce 5.45% | 0.01 | $292.41 |
2019   Q3 | 27,944 | 0.09 | Add 10.19% | 0.01 | $231.11 |
2019   Q2 | 25,360 | 0.07 | Reduce 31.85% | 0.03 | $187.85 |
2019   Q1 | 37,210 | 0.09 | Reduce 95.26% | 1.81 | $179.01 |
2018   Q4 | 784,796 | 1.57 | Reduce 51.00% | 1.63 | $136.17 |
2018   Q3 | 1,601,501 | 3.02 | Add 4499.37% | 2.95 | $151.70 |
2018   Q2 | 34,820 | 0.07 | Reduce 23.57% | 0.02 | $172.86 |
2018   Q1 | 45,560 | 0.12 | Add 41.23% | 0.04 | $203.16 |
2017   Q4 | 32,260 | 0.07 | Add 64.93% | 0.03 | $184.07 |
2017   Q3 | 19,560 | 0.05 | Add 21.26% | 0.01 | $185.02 |
2017   Q2 | 16,130 | 0.03 | Reduce 32.31% | 0.01 | $141.41 |
2017   Q1 | 23,830 | 0.04 | Reduce 98.68% | 2.99 | $128.37 |
2016   Q4 | 1,802,257 | 2.48 | Reduce 60.35% | 3.77 | $105.73 |
2016   Q3 | 4,545,258 | 5.13 | Reduce 16.84% | 1.04 | $94.71 |
2016   Q2 | 5,465,549 | 6.24 | Add 83.65% | 2.84 | $84.06 |
2016   Q1 | 2,976,002 | 3.89 | Buy | 3.89 | $82.60 |
2015   Q3 | 0 | 0 | Sell 100.00% | 0.00 | |
2015   Q2 | 3,150 | 0.00 | $81.27 | ||
2015   Q1 | 3,150 | 0.00 | Buy | 0.00 | $70.16 |