Question 1

Does Davenport own LRCX stock?

Accepted Answer

As of its Q3 2024 13F, Davenport held 2,347 shares of LRCX (Lam Research), worth $1.9M.

Question 2

How many shares of LRCX does Davenport own?

Accepted Answer

As of its Q3 2024 13F, Davenport held 2,347 shares of LRCX (Lam Research).

Question 3

What is Davenport's LRCX position worth?

Accepted Answer

As of its Q3 2024 13F, Davenport's LRCX position was worth $1.9M.

Question 4

When did Davenport first buy LRCX?

Accepted Answer

Davenport already held LRCX in its Q1 2019 13F, the earliest on record, and listed it in 23 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$71.36	0
2024-Q3	Increased	2,347	+10.6%	$1.9M	0.0%	$80.38	29