Baillie Gifford added LRCX · LAM RESEARCH CORPORATION
$1.1B · now 1.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 9
YOU SEE IT
Nov 9
40 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$215 now
OUR VALUE
$215 today
low $101mid $135high $169
3 models, as of 2026-11-08.
Priced past our value: the move has played out.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。