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2 quarters

Position history for ATAtreides Management, LP's holdings in Lam Research Corporation

No. Atreides Management exited its LRCX (Lam Research) position in Q1 2025. Its Q4 2024 13F listed 89,680 shares worth $6.5M. Atreides Management already held LRCX in its Q4 2024 13F, the earliest on record, and held it in 1 quarterly 13F filing.

Final Value

$0

Final Shares

0

Total Value Change

-$6.5M

Total Shares Change

-89,680

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q1
Latest
Exited
0
-100.0%
$00.0%$72.04
0
2024-Q4
New
89,680
—
$6.5M0.1%$71.36
46

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