Triple Frond Partners LLC's LRCX Position
LAM RESEARCH CORP — 10 quarters (Q4 2023 to Q4 2025)
Current Shares
295.4K
Current Value
$50.56M
Peak Shares
706.6K
Q1 2025
Overall Change
+376%
Shares Over Time
Q4 2023
62.1K
Q1 2024
52.5K
-15%
Q2 2024
52.5K
0%
Q3 2024
0
-100%
Q4 2024
511.8K
+100%
Q1 2025
706.6K
+38%
Q2 2025
706.6K
0%
Q3 2025
427.9K
-39%
Q3 2025
427.9K
0%
Q4 2025
295.4K
-31%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change |
|---|---|---|---|---|
| Q4 2025 | 295.4K | $50.56M | $171.18 | -31% |
| Q3 2025 | 427.9K | $57.29M | $133.90 | 0% |
| Q3 2025 | 427.9K | $57.29M | $133.90 | -39% |
| Q2 2025 | 706.6K | $68.78M | $97.34 | 0% |
| Q1 2025 | 706.6K | $51.37M | $72.70 | +38% |
| Q4 2024 | 511.8K | $36.97M | $72.23 | +100% |
| Q3 2024 | SOLD | - | - | -100% |
| Q2 2024 | 52.5K | $55.94M | $1064.86 | 0% |
| Q1 2024 | 52.5K | $51.04M | $971.58 | -15% |
| Q4 2023 | 62.1K | $48.61M | $783.26 | New |