Phil Town's LRCX Position Overview
Phil Town (via Rule One Partners, LLC) currently holds 32.0K shares of Lam Research Corporation (LRCX) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Phil Town has initiated a new position in LRCX, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
Phil Town's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Phil Town
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +32,000 | New Buy | 32,000 | $72.70 |
| Q2 2025 | -32,000 | Sold Out | 32,000 | $0.00 |
Phil Town's Lam Research Corporation Investment FAQs
Phil Town first purchased Lam Research Corporation (LRCX) in Q1 2025, acquiring 32,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town has held Lam Research Corporation (LRCX) for 2 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town's largest addition to Lam Research Corporation (LRCX) was in Q1 2025, adding 32,000 shares worth $2.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q2 2025, Phil Town's firm, Rule One Partners, LLC, owns 32,000 shares of Lam Research Corporation (LRCX), valued at approximately $0. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q2 2025 filing, Lam Research Corporation (LRCX) represents approximately 0.00% of Phil Town's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town's peak holding in Lam Research Corporation (LRCX) was 32,000 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.