Ken Griffin trimmed LRCX · LAM RESEARCH CORPORATION
$616M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Sep 2
YOU SEE IT
Oct 4
64 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.
$348 now
OUR VALUE
▼ $348 today
low $83mid $111high $138
3 models, as of 2026-10-04.
They sold above our value.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。