Janus Henderson Investors US’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$463M	Buy	36,087,100 +4,335,550	+14%	+$51M	0.38%	64
2016 Q4	$336M	Buy	31,751,550 +6,212,450	+24%	+$63.1M	0.28%	91
2016 Q3	$242M	Buy	25,539,100 +4,502,690	+21%	+$41M	0.2%	142
2016 Q2	$177M	Buy	21,036,410 +6,097,800	+41%	+$49M	0.15%	201
2016 Q1	$123M	Buy	14,938,610 +9,324,210	+166%	+$67.8M	0.11%	251
2015 Q4	$44.6M	Sell	5,614,400 -6,729,200	-55%	-$50.6M	0.04%	463
2015 Q3	$80.6M	Sell	12,343,600 -2,240,510	-15%	-$16.4M	0.07%	315
2015 Q2	$119M	Sell	14,584,110 -3,316,090	-19%	-$26M	0.1%	284
2015 Q1	$126M	Buy	17,900,200 +13,514,200	+308%	+$107M	0.1%	257
2014 Q4	$34.8M	Buy	4,386,000 +3,988,000	+1,002%	+$30.9M	0.03%	516
2014 Q3	$2.97M	Buy	+398,000	New	+$2.84M	﹤0.01%	863
2014 Q2	–	Sell	-360,000	Closed	-$1.98M	–	1105
2014 Q1	$1.98M	Sell	360,000 -1,073,000	-75%	-$5.7M	﹤0.01%	877
2013 Q4	$7.8M	Sell	1,433,000 -206,000	-13%	-$1.08M	0.01%	705
2013 Q3	$8.39M	Buy	1,639,000 +1,430,000	+684%	+$6.99M	0.01%	670
2013 Q2	$927K	Buy	+209,000	New	+$945K	﹤0.01%	867