Position
Element Squared LLC in Lam Research Corp
Back to the book · All holders of LRCX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $47K$171.16 → $213.69
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.44K | $246.5K | — | — | — | 0.1% |
| Q1 2026 | 1.1K | $235.9K | $213.69 | $47K | −$57.5K | 0.1% |