Position
one8zero8, 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 $1.17M$171.18 → $213.66
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 27.5K | $4.71M | — | — | — | 1.0% |
| Q1 2026 | 27.5K | $5.88M | $213.66 | $1.17M | −$0 | 1.3% |