Position
TrinityBridge Ltd 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 $40.6K$0.17 → $0.21
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.19M | $204.3K | — | — | — | 4.5% |
| Q1 2026 | 955.1K | $204K | $0.21 | $40.6K | −$40.9K | 5.5% |