Cai Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-180,300	Closed	-$923K	–	82
2013 Q3	$923K	Sell	180,300 -245,010	-58%	-$1.25M	0.59%	58
2013 Q2	$1.89M	Buy	+425,310	New	+$1.89M	1.09%	23