Sirios 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
2016 Q2	–	Sell	-381,430	Closed	-$3.15M	–	53
2016 Q1	$3.15M	Sell	381,430 -145,720	-28%	-$1.2M	0.12%	51
2015 Q4	$4.19M	Buy	+527,150	New	+$4.19M	0.15%	48