Sandler Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,500	Closed	-$1.11M	–	153
2025 Q4	$1.11M	Buy	+6,500	New	+$1.01M	0.36%	101
2024 Q3	–	Sell	-51,100	Closed	-$5.44M	–	160
2024 Q2	$5.44M	Sell	51,100 -37,200	-42%	-$3.57M	0.58%	72
2024 Q1	$8.58M	Buy	+88,300	New	+$7.77M	0.63%	61
2021 Q2	–	Sell	-147,200	Closed	-$8.76M	–	118
2021 Q1	$8.76M	Buy	+147,200	New	+$8.02M	0.75%	56
2020 Q4	–	Sell	-115,110	Closed	-$3.82M	–	89
2020 Q3	$3.82M	Sell	115,110 -146,840	-56%	-$5.06M	0.38%	64
2020 Q2	$8.47M	Sell	261,950 -2,400	-0.9%	-$65.5K	0.81%	47
2020 Q1	$6.34M	Buy	+264,350	New	+$7.61M	0.88%	46
2016 Q3	–	Sell	-1,072,300	Closed	-$9.01M	–	125
2016 Q2	$9.01M	Buy	+1,072,300	New	+$8.61M	1.19%	33